The Bilingual Virtual Assistant for Financial Advisors & Accounting Firms
- One dedicated bilingual assistant
- 5.0 average rating on Google reviews
- Backed by Taika's certified-translation team
What does a financial advisor virtual assistant do?
A financial advisor virtual assistant handles client scheduling, CRM management, document collection, meeting prep, and compliance paperwork so advisors can focus on clients. Taika's VAs work bilingually across 300+ languages, handle work confidentially, and are backed by a certified-translation company with 102,000+ projects since 2009 and a 5.0 Google rating.
Every hour on admin is an hour not spent with clients
Scheduling, paperwork, and CRM upkeep eat the day that should go to advising and prospecting — and advisors serving multilingual clients often can't communicate with the very households they want to grow. A bilingual assistant fixes both.
Confidential, bilingual support for a relationship business
Taika VAs run scheduling, CRM, and document collection in your clients' language, handle sensitive work with NDAs available, and translate financial and tax documents through the same 15-year certified-translation company.
How it works
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Free consultation
We map your CRM, compliance workflow, and the languages your clients speak.
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Meet your hand-picked match
A vetted, bilingual assistant trained on your tools, with a briefed backup and NDA.
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More time on advice
Your VA runs scheduling, CRM, and paperwork in both languages — confidentially.
What you get
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Bilingual client service
Scheduling, reminders, and follow-up in your clients' language — grow the multilingual households other advisors can't serve.
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Confidential by default
Sensitive financial work handled with confidentiality training and NDAs available on request.
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Document & compliance support
Client document collection, meeting prep, and compliance paperwork kept organized and on time.
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Financial docs translated
Statements, tax documents, and client materials translated by the same certified-translation company.
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The Perfect-Match Promise
Not the right fit in 14 days? Free re-match, used hours cost nothing. Second miss, month-one refund — keep every SOP.
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Dedicated + backup
A dedicated assistant, a briefed backup for continuity, and a named success manager.
A financial practice is a relationship business — and every hour spent on scheduling and paperwork is an hour not spent building relationships (or serving the multilingual households you can’t currently talk to).
A bilingual virtual assistant from Taika runs your admin confidentially and in your clients’ language, backed by a certified-translation company since 2009 (102,000+ projects, 300+ languages, 5.0★) that also translates statements and tax documents. Get a free quote and meet your VA within a week or two.
- 14-Day Perfect-Match Promise
- 5.0★ Google Rating
- Serving the World Since 2009
Who this is for
- RIAs and financial advisors with multilingual clients
- Accounting/CPA firms needing tax-season overflow support
- Practices losing advising time to admin
- Advisors growing Spanish-speaking client bases
- Firms needing confidential, organized back-office help
Credentials & registrations
- Certified Translation Included
- 14-Day Perfect-Match Promise
- Serving the World Since 2009
- 5.0★ Google Rating
Frequently Asked Questions
What does a financial advisor virtual assistant do?
Client scheduling, CRM management, document collection, meeting prep, and compliance paperwork. Taika's VAs do this bilingually across 300+ languages, confidentially, and can translate financial and tax documents through the same company.
Is the work kept confidential?
Yes. Sensitive financial work is handled with confidentiality training, and NDAs are available on request.
How fast can I start?
You'll meet matched candidates typically within a week or two of your free consultation.
Ready when you are
Prefer to talk? Call +1 830-355-2205 or +1 865-258-7903 — quotes returned same business day.
Reviewed by Margarita Ehlinger, Chief Project Manager — updated