I’m to the point where I think I need at least a part time assistant. What jobs do you give a part timer to make you, the advisor, most efficient? Also, what do you pay him/her?

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Keep track of your activity during a week, by what you are doing. Then identify all the things an assistant can do as well as you. Then set them aside so they are the assistants job. After you hire them you will get better at transferring work to them.

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Great question. Are you thinking a couple of days a week or a few hours a day , etc????

Couple days a week.

Use Belay - virtual admin. They’re processes and task delegation will help you figure out what you do/do not need to delegate. They’re awesome...

$30/hr, all benefits included in that price, highly qualified and virtual (no need for their internal/office costs.)

Tell us more about Belay please. What about compliance and confidentiality? How do you get around that? What all do they do for you? Thanks!

They work just like any assistant would. You can hire at all skill levels. Once you meet with their coordinator, this person will then play match maker with their highly skilled pool of VA’s based on your needs. There is a whole implementation process and timeline, do’s and don’ts, etc.

Obviously you can't share confidential client information with them so what on earth can they do?!

@FA2 - do you share confidential information with your own assistant? How else would they perform the tasks you need? You absolutely can share your systems with them - you’re hiring them just like you would any other assistant, except they are virtual. You’d have a contract (it’s month to month) and privacy clause just like anyone else at your office. The best part is that you can have them work as your business assistant or personal assistant.

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Allowances - 3,50,000
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Employer PF - 42,000

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Thanks in advance!!

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