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Virtual Administrator

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An Atlas Outsourcing primary and secondary resource trained in all Virtual Administration (VA) Services will be assigned to your business for 80 hours per month or 160 hours per month for a fixed price each month.​​​​​​

Please note that Virtual Administrators are not trained in SOA/ROA/Modelling Services.

Some of the tasks that our VA team undertakes includes:

  • Confirming/scheduling client or other appointments
  • Checking adviser email
  • Emailing clients direct
  • Scheduling flights/accommodation
  • Transcribing dicta-phone file notes
  • Entering Fact Find information
  • Data entry
  • Generating Reports for Client Reviews (FDS, Quarterly Reports, Annual Reports, Opt in, etc.)
  • Making Enquiries on Client Policies and reporting back
  • Presentations
  • Datafeed mapping
  • Pre-assessment
  • Insurance Quotes
  • Pension/Super research
  • Pre-complete applications
  • Follow-ups
  • Customised administration tasks​
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