Finance & Professional Services
Finance & Professional Services
Operational and client-service support for businesses where accuracy, documentation and trust are essential.
Mortgage Broking
Keep applications progressing, clients informed and brokers focused on advice and relationships. YVP can help mortgage businesses build support around loan administration, document collection, client communication, file management and marketing, with responsibilities tailored to the brokerage's systems and processes.
Common Support Areas
Featured Roles
Mortgage Support Associate VA
Supports application administration, data entry, document collection and routine lender or stakeholder follow-ups under the brokerage's direction.
Client Care VA
Coordinates appointments, sends routine updates and manages follow-ups before and after settlement in line with the client-care process.
Compliance Support VA
Maintains CRM and file records, organises supporting documents and helps prepare files for internal checks and reviews.
Social Media Associate
Plans and prepares social content, supports email campaigns and helps maintain a consistent digital presence.
Financial Planning
Create more capacity around review cycles, client service and ongoing administration. YVP can help financial planning practices coordinate documents, maintain records, support implementation workflows and keep client communication moving, so advisers can spend more time on strategic conversations and professional advice.
Common Support Areas
Featured Roles
Paraplanning Support VA
Assists with data collection, working papers, research administration and draft documentation under the direction of an authorised adviser.
Financial Planning Associate VA
Supports implementation tasks, platform administration, record updates and follow-ups across the agreed advice workflow.
Client Services VA
Coordinates meetings, prepares review packs, updates client records and manages routine service communications.
All work is completed within the practice's approved processes and under the required professional supervision.
Discuss Financial Planning SupportInsurance Brokers
Keep renewals, policy administration and client enquiries organised without pulling brokers away from relationship-building. YVP can help insurance businesses support routine documentation, follow-ups, client service and accounts across the policy lifecycle.
Common Support Areas
Featured Roles
Insurance Broking Assistant VA
Prepares renewal and quote packs, updates policy records and coordinates routine follow-ups under the broker's direction.
Client Service VA
Responds to general enquiries, gathers requested information and keeps clients updated on administrative next steps.
Accounts & Bookkeeping VA
Supports invoicing, payment tracking, reconciliations and finance administration within the business's systems.
Accountancy
Give your team more room for client work by creating reliable support around records, recurring tasks and deadline-driven administration. YVP can help accounting practices organise source documents, maintain bookkeeping workflows and coordinate client communication across the year.
Common Support Areas
Featured Roles
Bookkeeping Support VA
Maintains transaction records, supports reconciliations and prepares routine reports within the firm's approved systems and processes.
Client Administration VA
Coordinates requests, follows up outstanding documents, updates records and manages appointments and inboxes.
Compliance Administration VA
Organises workpapers, checklists and lodgement-related documents for review by qualified team members.
Tax Agents
Make busy periods easier to manage with structured support around document collection, bookkeeping and client follow-up. YVP can help tax practices keep information organised and workflows moving while registered professionals retain responsibility for advice, review and lodgement.
Common Support Areas
Featured Roles
Tax Administration VA
Coordinates client checklists, document requests, due-date tracking and file preparation for the tax team.
Bookkeeping Support VA
Maintains records, assists with reconciliations and organises supporting information for professional review.
Client Communication VA
Manages routine reminders, appointment scheduling and status updates using approved messaging and escalation processes.
Legal Firms
Reduce the administrative load around matters, documents and client intake. YVP can help legal firms keep records organised, appointments coordinated and routine communications moving, while legal judgement and advice remain with qualified practitioners.
Common Support Areas
Featured Roles
Legal Administration VA
Supports matter setup, document formatting, file organisation, diary management and routine correspondence.
Paralegal Support VA
Assists with research administration, document preparation and matter coordination under a lawyer's supervision.
Client Intake VA
Handles initial enquiries, gathers approved information, schedules consultations and follows established escalation procedures.
Legal Accounts & Bookkeeping VA
Supports invoicing, expense records, payment follow-ups and finance administration in line with firm controls.