Industry-specific VA page
VA for Receptionist for Financial Services
South African virtual receptionists answer calls with professionalism, screen inquiries, forward messages, schedule appointments, and greet clients—ensuring your business maintains a polished, responsive presence while you stay focused on core work.
Core outcomes for Financial Services
Answer calls, forward messages, and greet clients while you work focus.
- Professional and friendly phone voice
- Experience in virtual phone systems (RingCentral etc.)
- Excellent message taking and screening skills
- Ability to schedule appointments accurately
Typical responsibilities
- Answer incoming calls with professional greeting
- Screen calls and route to appropriate parties
- Take detailed messages and relay promptly
- Handle frequently asked questions
- Manage call forwarding and voicemail
- Schedule appointments and consultations
- Send appointment confirmations and reminders
- Manage calendar conflicts and rescheduling