GET YOUR TIME BACK.

Delegate tasks to a vetted virtual assistant who has the subspecialty in working with financial planners/advisors.

Outsource tasks to someone with work flexibility

Give as little or as much work to her for as long as you need. No strings attached. As a subcontractor, Michelle is responsible to handle her own taxes, workman's compensaiton, health insurance, liability insurance, and any other fringe benefit. 

Have daily business tasks that you dread doing or don't do well handled by a virtual assistant.

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SERVICES

Administrative Tasks
 

  • CRM Management

    • Redtail​

    • Dubsado

    • 17 Hats

  • File Management

    • ShareFile

    • OneHub

    • DropBox

    • Google Drive

    • One Drive

  • Email Management

  • Client Correspondence

  • Workflow Creation

DIGITAL MARKETING

  • Website Design & Maintenance

    • Wix

    • Wordpress

    • Twenty over Ten

    • FMG Suite

  • Marketing Assets

    • Brochures

    • Business Cards

    • Flyers

  • Social Media Management

  • Mass Mailers

  • Landing Pages

  • Graphic Design

Proficiency in these Popular Finance applications 

  • RedTail 

  • PreciseFP

  • MorningStar

  • AllBridge

  • Schwab Alliance

  • TD Ameritrade

  • QB ProSeries -W2 Calculator

  • Quickbooks

  • Docusign

  • HelloSign

  • LaserApp

  • Snappy Kraken

PODCAST &
Video Podcast EDITING

  • Audio editing

  • Video editing

  • Transcript creation

  • Show Notes creation

  • Social Media Posts

    • Audiograms​

    • Videograms

  • YouTube Channel Management​

Branding

Applying my training with Donald Miller's Storybrand branding & marketing strategies​, your business model will project a clear and concise to your ideal client type.

  • Logos

  • Taglines

  • Brand Color Selection

  • Brand Font Selection

 

Have more flexibility to meet new leads, spend time with family, and hang with friends.

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Is Michelle A Right Fit For You?

Learn about her work personality 

With her candid nature and outgoing personality, you will always know what Michelle thinks or where she stands on issues if you ask. She is always trying to find ways to work smarter and not harder with the tasks given to her.

Michelle takes pleasure in creating order from chaos and would be a solid choice for workflow creations and CRM management. Paired with a strong creative sense, she enjoys tasks focused on graphic design, branding, podcast editing, social media management and digital marketing.

 

This native New Yorker has a subspecialty in working with financial professionals and has the background of being an executive assistant to 3 members of a large hedge fund company in midtown Manhattan.  She has an understanding of compliance regulation for financial professionals and will be able to notice the red flags in your copy & imagery used for marketing.

Michelle has a thick skin and receives constructive criticism well.  She is a team player and prefers to work with people who are open minded, easy to talk to, and are accessible.

 

Have peace of mind knowing your company's and clients' data are in good hands.

Michelle has passed all of her background checks to date. The team members who support Michelle all receive an annual criminal and credit background check through trustedemployees.com

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Cynthia M.
Owner I Real Life Planning

Smart, organized, creative, reliable and sensible. Michelle York will handle the marketing, social media or administrative tasks that you are leaving undone or spending too much time doing, freeing you up to focus on growing your business. I appreciate her insights, positive energy and perspective!

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Graham G.
VP of Marketing I Model FA

Michelle started out working for us as a social media manager and has since proven to be a valued team member who is insightful and get things done quickly.  With her vast skills and outgoing personality, she has evolved to become my VA and provides periodic support to other employees of our company.

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REVIEWS

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Krista R.
 Senior Marketing Director
Publishers Weekly

We just love her! She made a huge impact with our inaugural launch of our global virtual book show convention with her innovative solutions and being such a great team player. I can't imagine not having her involved with our future projects.

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Arthur M.
Owner
Home Inspection by McMahon

Michelle is very professional, detailed, and organized. I went into this knowing nothing about technology, she took the time and showed me all my options and walked me through everything step by step. I have already had an increase in business just after one day of her helping me launch my website. I would highly recommend contacting her and using her services. You will not be disappointed with the outcome, I was 100% satisfied with her work.

TRUSTED BY THESE COMPANIES

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We take cybersecurity seriously.

All of Michelle's devices use virtual private networks (VPN).  Her files are transferred using 256 bit encryption and are saved in a cloud storage with zero encryption.

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Hear what owner, Michelle York, has to say about finding, selecting, and working with a virtual assistant.

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RATES

Hourly rates are based only for short term projects which will take less than 10 hours to complete.

Any tasks that will exceed 10 hours of support or are retainers will be quote based.

$30 per hour

  • Standard Virtual Assistant Tasks

    • Email Management

      • SaneBox​

      • Google

      • Outlook

      • Redtail Email

    • File Management

    • Document Creation using Google Workspace or Microsoft Office

    • Data Entry 

    • Phone Correspondence

    • Calendar Management

$40 per hour

  • Social Media Management

    • Creation of graphics & copy for posts & stories for Facebook, LinkedIn, Instagram, Pinterest

    • Have posts prescheduled with the use of ContentStudio 

    • Strategize a social media calendar to meet your goals

    • Increase engagement and followers by:

      • responding to your post's comments,  on  your behalf

      •  joining groups and commenting on other people's posts, on your behalf

      • comment, like and share your followers posts on your behalf.

$45 per hour

  • Financial Virtual Assistant Related Tasks

    • CRM Managment​

      • RedTail​

    • Work on finance specific plaftofrms like: ​

      • PreciseFP​

      • Shwab Alliance

      • TD Ameritrage

      • AllBridge

      • Morningstar

    • Digital Marketing Campaigns​

      • Snappy Kraken​

      • FMG Suite

      • MailChimp

    • Website Management​

      • Twenty Over Ten​

      • FMG Suite

    • Cloud Storage​

      • ShareFile​

      • RedTail Imaging

$50 per hour

  • Website Management: Wix, Wordpress and Squarespace

  • Graphic Design

    • Logos​

  • Marketing Assets

    • Brochures​

    • Business Cards

    • Manuals

    • Flyers

  • Audio Podcast Post Production

    • Audio File Editing

    • Transcript​

    • Show Notes

    • Audiograms

    • Subtitles (SRT)

$55 per hour

  • Mass Mailers

    • Drip Campaigns​

  • Lead Generators​

    • Quizzes​

    • Informative PDFs

  • Landing Pages

  • Video Podcast Editing

    • Video File Editing

    • Transcript

    • Show Notes

    • Thumbnails for YouTube

    • Video & Audiograms

  • Website Design

  • Branding

  • CRM Workflow

 
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CONTACT US

Over the phone or online

michelle@yorkassists.com

908-340-0123

Based in Bernardsville, NJ

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