Increased Productivity
Join a Team That Helps Businesses Run Better
Increased Productivity is a strategic business partner with a financial broker/dealer, adding value through exceptional virtual administrative support that enables advisor offices across the nation to thrive and our employees to maximize their full potential. We are driven to be the premier Financial Virtual Assistant service in the country.
The role of the Virtual Financial Administrative Assistant focuses on providing excellent administrative expertise and support to financial advisors. This Administrative Assistant will perform a variety of tasks in support of and according to the needs of different financial advisor offices.
MINIMUM QUALIFICATIONS FOR HIRING
Qualifications include but are not limited to:
Must be based in the U.S.
Must be able to pass a background & fingerprint check.`
Must have 1-yr minimum experience working in an advisor/investment industry-related job
All employees will have a 90-day probationary period.
Must have excellent & effective communication skills.
Must be willing to sign a confidentiality agreement as well as a non-compete agreement. Additionally, if employed by IP, employees cannot work for another financial investment office.
All employees will be required to supply their own laptop, have at least 1 additional monitor, a dependable internet connection, phone service, and software programs including but not limited
to Microsoft Office
Weekly commitment hours will fall within one of the 4 ranges below:
20 hours
20-30 hours
30-40 hours
40+ hours
Must be available to work most work hours during the normal 9 AM -5 PM business hours.
KEY ACCOUNTABILITIES/DUTIES
Qualifications include but are not limited to:
Manage multiple advisor offices.
Extract data from various systems, as well as data entry into a variety of systems/programs.
Use advanced knowledge of financial and information systems.
Determine/recommend areas in need of improvement and provide the appropriate tools for improvement.
Perform analytical, administrative, coordinating, and monitoring duties related to the creation of new clients, new accounts, money movement, NIGOs, etc.
Provide management with reports and analysis of their ongoing activities and outcomes.
Provide updates and/or changes to the management team.
Complete, evaluate, update, and communicate, directives, activities, and all other necessary job duties, which promote the successful operation of the various office/advisor/account needs.
Identifying areas of concern and non-compliance.
Manage multiple complex calendars.
Manage meeting and event coordination (may include all logistics on or offsite, agendas, document creation, etc.).
Create and proofread all materials for accuracy and clarity.
Manage phone calls, email, file organization, office storage and office supplies.
Interaction with individuals from all levels of the organization and outside of the organization.
SharePoint site administration
Other duties and special projects as assigned.
DRSL System
Automate & scale with a growth engine
Website (10 pages) → A professional, conversion-focused site.
1 Funnel → Lead magnet OR promo OR referral.
30+ Automations → Appointments, reminders, reviews, reactivations.
AI Core Suite → Chatbot, Review AI, Conversation AI, Content AI.
Basic Tracking → GA4, GTM, Event Tag, funnel + pipeline reporting.
Annual Audit → Site + automation refresh once per year.
Support → Hosting, SSL, 3 changes/month.
Annual audits & refreshes.
YEXT - annual Updates
& More
DRSL Rebrand
Transform your identity, website & growth engine.
Website (25 pages) → Full build: sub-services, resources, team bios, careers, case studies, compliance.
3 Funnels → Lead magnet, promo, referral.
30+ Automations → Same suite, but with
Quarterly audits & refreshes.
AI Full Suite → Chatbot, Review AI, Conversation AI, Content AI, Voice AI included.
Advanced Tracking → GA4, GTM, Event Tag + Meta Pixels, LinkedIn Insight,
YEXT & 5 Social Accounts Made
Quarterly Analytics Presentation → Deep ROI reviews.
SEO Quarterly Refresh → Keywords, GBP, Yext optimization.
Marketing Kickoff → 60-day LinkedIn plan, 30-day FB plan, 3 custom email templates, database reactivation.
Brand Identity Package → New logo, brand guidelines, social kit, cards,
Support & Growth → ∞ edits first 90 days, ongoing, priority support, compliance guardrails.
& More
HOW DOES IT WORK
Here’s how The Increased Productivity Hiring Process Is Laid Out
Book Your Strategy Call
Schedule a quick call so we can learn about your business, your goals, and what systems or website upgrades you need.
Lock in Your Design & Appointment
We’ll map out your custom strategy, confirm the deliverables, and lock in your launch date so you know exactly what to expect.
Build & Launch Your System
Our team designs your new website, sets up automations, and configures your CRM. Everything is done-for-you and tested before launch.
Ongoing Support & Optimization
Once live, we monitor performance, roll out improvements, and keep your systems running smoothly so you can focus on growth.
Everything you need to know about our services
Frequently Asked Questions
What does Increased Productivity do?
Increased Productivity provides virtual administrative, operational, marketing, and organizational support to help businesses reduce time spent on non-core tasks and focus more on serving clients and growing their business.
What types of businesses do you work with?
We work with a wide range of industries, including financial services, real estate, manufacturing, IT services, hospitality and restaurants, and retail. Our services are flexible and can be adapted to most business models.
What kind of tasks can you help with day-to-day?
We assist with tasks such as new client onboarding, account paperwork, client servicing, CRM organization, scheduling, calendar management, meeting preparation, and general administrative support.
How does your process work?
We start with a free consultation to learn about your business and challenges. From there, we complete a needs analysis and develop a strategic plan. You decide what services to move forward with and when.
Do you offer marketing and communication support?
Yes. We provide website creation and maintenance, email marketing, social media setup and management, event and webinar support, automations, newsletters, surveys, and other communication and marketing services.
How is Increased Productivity different from hiring an in-house assistant?
Instead of hiring a full-time employee, you gain access to an experienced, already-trained team without overhead costs like office space, equipment, benefits, or extensive onboarding. You only pay for the help you need.
Can you help with specialized or technical tasks?
Yes. Our team has experience in areas such as CRM systems, digital and social media management, advanced spreadsheets, visual and digital editing, marketing, and technical writing. We can also learn new platforms as needed.
How do I get started?
You can get started by reaching out through the contact page to schedule a consultation. After learning more about your needs, we’ll create a customized plan designed to improve efficiency and productivity in your business.
How long does it take for my new System to go live?
We guarantee your system are live within 21 business days. Most launches are finished even faster, depending on the size of the project.
How long does it take for my new Website to go live?
We guarantee your Website is live within 7 business days after gathering all necessary information. Most launches are finished even faster, depending on the size of the project.
What’s the difference between just a website and a full system?
A website gives you an online presence, but a system adds automations, AI, and a CRM. That means instead of only showing information, your site actively captures leads, follows up, and books appointments for you.
If I already have a website, can you rebrand it without losing my content?
Yes — during a rebrand we redesign your site, modernize your look, and integrate systems without erasing your content. Everything gets migrated into the new structure so you keep your history but gain a fresh identity.
How will I know if my new system is working?
Every project comes with a performance dashboard showing leads captured, appointments booked, reviews generated, and ROI growth. You’ll see exactly what your system is doing for you.
What happens if I’m not sure whether I need a website, system, or full rebrand?
That’s normal — we start with a free audit and consultation. From there, we recommend whether you need a foundation (website), an upgrade (system), or a transformation (rebrand).
What kind of support do I get after launch?
Every project includes ongoing support. Whether it’s fixing an issue, adjusting automations, or adding new features, we make sure your system stays optimized as your business grows.
Not 100% Sure What You Want Or Need?
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