For financial services
Rigor and confidentiality, at the pace of the market.
A dedicated EA for finance and investment teams, where discretion is table stakes and the calendar follows the market. Matched in 24 hours, fully managed.
“She has taken a huge mental load off me in coordinating my schedule. It is a huge relief.”
The problem
Where the market eats your calendar
Days built around the open and the close leave no slack for admin.
Your context
What does an executive assistant do in financial services?
An executive assistant in financial services builds your day around the market instead of over it. Investor meetings avoid the open and the close, LP updates go out on schedule, data rooms stay current and conference travel gets booked months ahead. See how we vet and train EAs before one reaches you.
Finance teams tend to test us on precision before anything else. The first weeks usually cover calendar and travel, where a missed detail is cheap to catch. Data room work and investor communications come once your EA has proven exact, usually inside the first month. That sequencing is deliberate, and it shows up in the numbers: 96% of executives keep their first matched EA past the 30-day mark.
What they own
What your EA runs at a financial firm
Six lanes matched to market rhythm. To decide what to hand off first, use our guide to delegating to an executive assistant.
- LP updates assembled and sent on schedule
- Investor meetings booked around the quarter’s deadlines
- Follow-up questions logged and answered on time
- Distribution lists kept clean and current
- The index kept current through every deal week
- Access requests handled the day they arrive
- Version control enforced on every upload
- Diligence checklists chased item by item
- Drafts prepared in your voice for review
- Recipients and attachments checked before send
- Sensitive threads held for your sign-off
- Notes filed the same day, findable later
- Nothing booked against the open or the close
- Prep blocks held before every investor call
- Coverage aligned from Pacific to Eastern hours
- The day rebuilt fast when markets move
- Sector conference travel booked months out
- One-on-one schedules packed and confirmed
- Roadshow itineraries built city by city
- Expenses reconciled the week you land
- Audit requests tracked to a named owner
- Filing deadlines calendared with lead time
- Evidence gathering coordinated across teams
- Reminders sent before dates get tight
Get started
Ready to get your mornings back?
Tell us what your desk needs and meet two vetted EAs inside 24 hours, no commitment.
Viva Match
Great executive support starts with the right candidate.
Four steps, built around fit. Across 300+ matched executives, fewer than 4% ask for a re-match inside 30 days.
Understand your need
30 minutes with your executive to map work style, pace, and what they actually need delegated.
Identify the strongest fit
2 pre-vetted EAs surfaced from our bench. Each one is tested against your specific brief.
Meet your candidates
Your executive picks. CSM joins the kickoff. Full access provisioned within 24 hours.
Managed support
30-day check-ins, ongoing coaching, and re-matches at no cost if there isn’t a strong fit.
96%
Executives keep their first matched EA past the 30-day mark. The other 4% are re-matched at no cost.
Cost
How much does a Viva executive assistant cost?
One flat fee instead of the $120k to $140k an in-house EA runs fully loaded, roughly half. Plans include a dedicated EA plus a Customer Success Manager. Model it with the executive assistant cost calculator, then compare with Viva vs in-house.
Proof
Leaders who chose Viva
What leaders say once board weeks and travel stop hurting.
“Sophia has been welcoming, helpful, and proactive. Working with her has been a better experience than a number of in-person EAs I have worked with in the past.”
“Viva provides exactly the calendar and operational support that I need, without any of the career management overhead.”
“Vivi has totally changed how we work at Owner. She is such a star, and I cannot imagine how we would get through the day without her.”
FAQ
Frequently asked questions
Is a Viva EA secure enough for a financial firm?+
Yes. Every EA works on an ISO 27001-aligned process with VPN access, secure password sharing, regular data wipes and a signed confidentiality agreement. Read the details on our security page.
Can the EA manage a data room during diligence?+
Yes. Data rooms are standard work for our financial services EAs: index upkeep, access requests, version control and checklist chasing, all under permissions you set.
Do you work with private equity and fintech firms?+
Yes. Private equity firms with several executives to support are a common profile, and coordination across portfolio companies is standard work. Fintech teams sit close to the software companies we already serve.
Can an EA cover East Coast market hours?+
Yes. Viva EAs work US business hours from Pacific to Eastern, so a desk that starts before the New York open has coverage from the first call.
What happens during earnings or fund-close weeks?+
Your EA blocks the crunch weeks ahead of time, clears nonessential meetings off them and keeps prep materials moving, so deadlines land without the scramble.
How are Viva EAs vetted?+
Through a five-stage recruitment process that hires the top 1% of applicants, followed by four weeks of Viva University, our hands-on training program.
Where is the talent based?+
Across 15 countries in Latin America, fluent in English and aligned to US business hours, from Pacific to Eastern.
Keep exploring
More ways Viva supports finance teams
Executive assistants for the C-suite
CEO, CFO, COO and the rest of the leadership team.
Executive assistants for VPs and directors
Support built for VP-level operators.
Support by industry
How EA support changes by sector.
Replace a departed EA
Covered in 24 hours, not three months.
Scale your team
Add a dedicated EA as you grow.
Standardize org-wide
One managed program across every leader.
Get started
Match in under 24 hours.
One discovery call. We map your executive’s needs, surface 2 pre-vetted EAs, and get you live in a day. Re-match anytime at no cost if the fit isn’t right.