Administrative tasks are piling up for financial services firms. Evolving regulations, busy calendars, staff management, and data entry all take you away from more critical business ventures.
When you hire a virtual assistant from SuperRecords, you can get back to what’s important as we take care of communication, time management, and organisation at your firm.
Our virtual assistants are skilled in end-to-end admin support so that you can have more time to do higher-value tasks.
Our team is experienced in the management of both ATO and ASIC compliance requirements, so you can be sure your business remains compliant. We can also take care of your invoicing and debtor management.
We expertly take care of website management, email management, research, data entry, database management and digital filing. We can also manage your calendar, your email inbox, and provide client support.
We do the heavy lifting when it comes to HR operations, including adding employees to payroll systems, posting job ads, tracking incoming applications, and organising the candidates based on set criteria.
No matter what software you use, our team is ready to support you. Our employees are put through rigorous and continuous training so they are ready to assist as soon as you delegate a job.
ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.
When even the biggest auditing firms in Australia are scrambling to find local staff, it can be hard to compete. Mid-tier auditing firms are being forced to pay through the nose for talent, invest heavily in training and retaining, and work within tighter and tighter deadlines.
Our team takes the pressure off and allows you to take on more work without impacting your profits. By outsourcing your registered company audits, you can spend much less on hiring, meet your deadlines with ease, and focus on critical matters like growing your business.
Our auditing services are charged per job and can cost as little as $30 per hour. This engagement model means that you can scale up and down as needed. You can book a chat with us below to learn more about our pricing.
When you hire a virtual assistant, you delegate your administrative tasks to a person or people offshore. This allows you to free up your time and focus on higher value work. Our virtual assistants can help you remain compliant, assist with HR operations, do research, manage your calendar, and more.
If you’d like to learn more about outsourcing and how to find the right provider, you can watch our webinar on what questions to ask before you outsource.
Our virtual assistants regularly use software like Xero, MYOB, ATO SmartSocs, Karbon, FYI Docs, CAS 360, and more. We also provide ongoing training to ensure that our team stays up to date with the newest software.
What sets SuperRecords apart from other providers is that we take on the burden of resourcing, staff training, and ongoing management. When you partner with us, the only time investment is work delegation and conducting a final review.
We pride ourselves on our simple and fast implementation. There’s no adoption of new software, and we have the people power and technology ready to start as soon as you are. We’ll provide a short training session on how to use our Workflow Portal, then you’re ready to start delegating admin work.
We’ve supported over 1,000 financial service firms and hire skilled professionals to help take the pressure off.
When you partner with SuperRecords you can be confident you’re delegating work to a reliable, qualified team with access to the latest technology, and proven dynamic processes and procedures.
Cost of Business
The cost of business keeps going up by clients put downward pressure on fees.
Know How
Staff recruitment is tough and getting new employees up to speed takes time.
Risky Business
Data breaches are on the rise, so data protection both externally and internally is crucial.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
of our clients rate our onboarding as fast and easy
of our clients find SuperRecords easy to work with
of our clients are up and running in less than 7 days
We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable and affordable.
79% of our clients are up and running in less than 7 days
ISO27001 certification to ensure iron clad security of all data
Pay per job, enabling you to scale up and down as needed
Status of all tasks at your fingertips in real time
You delegate the work and we take care of all staff management
Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date
Application of RPA to connect unrelated software and maximise efficiency
All work is subject to our internal quality checks before being delivered to you
Hear from our happy clients:
SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.
Julie N
Step Up Financial Group
Your willingness to go to any length and commitment to get the job done to the best of your ability has taken our firm to the next level of operational compliance and client service.
Lisa B
Aspire Wealth
Partnering with SuperRecords was a great decision for our business. They are so helpful, knowledgeable and efficient.
Deborah S
Novem
See how Super Records can improve efficiency, capacity, and profitability in your practice.