WELCOME TO DCVA
Because your time
should be spent on your clients.
At DCVA Donna Camacho Virtual Assistant, I am dedicated to connecting with Independent Financial Advisors offering highly skilled virtual assistance and support to save you time and money. Browse my site today to find out the types of services I offer and get in touch to learn more.
I am a highly skilled virtual professional serving clients across the country. I specialize in supporting Independent Financial Advisors with their administrative needs so they can spend time on more important things...their clients.
Originally from North Jersey, I now reside in Southern Chester County, PA where my husband and I have a small animal rescue farm. We have 3 adult children and when we aren't caring for the animals, or spending time with our family and friends, we like to "hit the road" on our motorcycles.
It is my mission to solve your problems, leaving you some peace of mind.
Contact me today to see how my services can benefit your unique needs and help you grow your practice.
Committed to Your Practice
FINANCIAL ADVISOR SUPPORT
Do you find yourself getting stuck doing mundane tasks, day in and day out?
Enter DCVA Donna Camacho Virtual Assistant. I can take care of processing your custodial paperwork, transfers and distributions, RMD's, beneficiary changes, address changes, etc.
CRM management and maintenance
Client account administration
Forms processing and follow-up
Transfers and cashiering tasks
Schedule appointments with clients or prospects
Maintain calendar and scheduling
Draft business memos, letters, reports or business proposals
Direct mail/Constant Contact
Mail and delivery (overnight mail; FedEx, UPS, etc.)
DIGITAL MARKETING SUPPORT
Digital marketing strategies
Social media management and content creation
Picture, video and audio editing
Website building and maintenance
Coding CSS and HTML
Email marketing and newsletter creation
THE DCVA DONNA CAMACHO VIRTUAL ASSISTANT METHOD
Going Above and Beyond
I proudly provide all of my clients with the best possible service. I am responsible, professional, and experienced in client/relationship services. I stand ready to add a positive element and look forward to being a part of your team.
I offer over 11 years of C-level Executive Assistant experience combined with 4 solid years as a Financial Planner Assistant/Client Services Associate.
Contact me now to find out more!
CONSIDER THE SAVINGS
It Just Makes Sense
Research suggests that in an eight-hour day, the average worker is only productive for two hours and 53 minutes. By utilizing DCVA, you are only charged for the time it takes to complete your tasks, avoiding the cost of hiring someone full-time, providing expensive benefits and health insurance. I am virtually available at the other end of your phone or computer. I don't require office space or equipment and am around when you need me and not costing you anything when you don't. You will feel the immediate difference in both efficiency and your monthly admin cost savings.
THE WAVE OF THE FUTURE
Catch it NOW!
Partnering with a Virtual Assistant and phasing out of traditional office settings is not only cost saving but is the wave of the future. Any work normally done in your office can be set up to be completed virtually. In addition, my office phone can be integrated into your system and I can be a part of your directory if necessary.
Successful entrepreneurs always hire virtual assistants and spend their time only on activities for growing their business.