Virtual Assistant Services That’ll Help You Hit the Ground Running

Leave the admin, HR, recruitment and labour laws to us. We team you up with one of our success managers to make sure you’re getting all the support you need. Think of us as a valuable part of your team. Only better.

We'll take care of the tedious admin stuff so you can focus on more important stuff

100%

English-fluent, university-graduate candidates

100+

Clients matched with dedicated VAs

50

Dedicated + Reliable VA staff

We Got Your Back from Start to Finish

Our systems, training and support are what really set We Do Virtual Assistants apart from other providers.

We believe you are best positioned to deliver role-specific training, since nobody knows your business better.

That’s why we handle onboarding training for your staff and give them access to a comprehensive knowledge base, so they arrive ready and stay sharp.

Virtual Assistant Services For Australian Businesses

Every VA is trained for your industry, matched to your workflow and backed by a success manager who checks in regularly. Here’s where we can plug in:

Mortgage Broker Assistant

A mortgage broker assistant takes the loan process off your plate without taking it out of your hands. Your dedicated VA learns your CRM, lender panel, and compliance checklist, then gets to work.

They can handle:

  • Loan application prep and document collection, from submission through to settlement
  • Lender research and policy checks so you’re recommending the right product faster
  • File compliance audits and record keeping that hold up under review
  • Client, lender and credit manager follow-ups so nothing sits in a queue
  • CRM management and data entry that keeps your pipeline accurate

Admin Virtual Assistant

Think of your admin virtual assistant as the person who clears your inbox before you’ve had your coffee. Our outsourced admin support covers the daily operational load that eats into strategic time, and it scales with you as your business grows.

They can handle:

  • Email and calendar management, including scheduling and meeting prep
  • Data entry, filing and CRM upkeep
  • Document formatting, reports and presentations
  • Travel bookings and event coordination
  • Customer inquiries and follow-up communication

Whether you need a few hours a week or a full-time desk, our outsource admin support services are built around your workload, not a fixed package.

Bookkeeping Virtual Assistant

A bookkeeping virtual assistant keeps your numbers current so tax time never turns into a scramble. Your VA works inside your existing software, from Xero to MYOB, and reports directly to you or your accountant.

They can handle:

  • Code and reconcile bank transactions in Xero, MYOB, or QuickBooks
  • Process accounts payable and receivable, including invoicing and payment runs
  • Assist with payroll processing, timesheets, and superannuation reporting
  • Prepare BAS/IAS working papers for review
  • Maintain records to support GST, PAYG, and other lodgement obligations
  • Reconcile bank, credit card, and loan accounts monthly
  • Investigate and resolve discrepancies
  • Prepare draft profit & loss, balance sheet, and cash flow reports for review
  • Follow up on outstanding client information and documentation
  • Respond to routine client queries
  • Maintain accurate, well-organised digital records and filing systems

Accounting Virtual Assistant

An accounting virtual assistant gives your finance function more capacity without adding to your headcount. They support your accountant or finance lead with the recurring work that piles up between reporting periods.

They can handle:

  • Prepare draft financial statements and workpapers for review by your accountants.
  • Assist with preparing individual, company, and trust tax return workpapers.
  • Complete balance sheet reconciliations and general ledger review.
  • Maintain client files, correspondence, and job tracking within your practice management software (e.g. Xero Practice Manager, Karbon).
  • Track lodgement due dates and assist with ATO correspondence and portal work.
  • Maintain accurate records across accounting and practice management systems.
  • Follow up on client information requests and handle routine queries.

Insurance Broker Assistant

An insurance broker assistant manages the policy admin and client follow-up that competes for your attention every day. Your VA is trained on insurance workflows and works to your compliance standards from the start.

They can handle:

  • Prepare and process new business submissions, renewals, and endorsements in your broking platform
  • Chase outstanding renewal information from clients ahead of expiry dates
  • Draft and issue Certificates of Currency and policy documentation.
  • Manage client inquiries, follow-ups, and appointment scheduling
  • Liaise with insurers and underwriters to progress quotes, variations, and claims
  • Provide clients with timely updates throughout the placement and claims process
  • Lodge and track claims through to settlement, keeping clients informed at each stage
  • Chase insurers for claim updates and follow up on outstanding requirements
  • Maintain accurate client and policy records across your CRM
  • Update client files with correspondence, documents, and notes
  • Assist with FSG, PDS, and disclosure documentation
  • Support file compliance checks and audit requirements
  • Manage calendars, diarise renewal dates, and organise files
  • General admin support as needed
  • Assist with social media, email campaigns, and client newsletters to promote your services

Paralegal Virtual Assistant

A paralegal virtual assistant takes on the research, drafting and file management that keep a legal practice moving. They work to your standards of confidentiality and accuracy, every time.

They can handle

  • Draft and format correspondence, briefs, contracts, and standard legal documents for review
  • Prepare court forms and bundles
  • Open, manage, and maintain client files in your practice management system (e.g. LEAP, Action Step, Smokeball)
  • Keep matters up to date with accurate notes and document filing
  • Manage client inquiries, follow-ups, and appointment scheduling
  • Liaise with clients, counsel, and other parties to progress matters.
  • Conduct preliminary legal research and prepare summaries for review
  • Track key dates, limitation periods, and court deadlines
  • Assist with time recording, invoicing, and trust account administration support
  • General admin support, including calendar and file management

Other Industries

Not seeing your industry above?

Beyond the roles above, our dedicated HR team is adept at sourcing skilled virtual assistants across a wide range of other industries and functions to address your staffing needs.

Leveraging specialised HR software, we meticulously match specific requirements, ensuring you access profiles and resumes of highly qualified individuals, whatever the role.

Tell us what you’re after, and we’ll go find them.

How the We Do VA Hiring Process Works

We built our process to get you a trained, ready-to-work VA with minimal effort on your end.

Discovery Meeting

We start with a discovery meeting to understand your unique requirements and goals.

Find Your VA Match

Our team searches, interviews and shortlists candidates. You interview them yourself and choose who joins your team.

Launch Your VA

Once you’ve selected your VA, we deliver full onboarding training and keep it going with refresher courses. You’re never left to figure it out alone.

Our contracts run on a 1-year term, with the option to renew or terminate to suit your needs (subject to terms and conditions).

Why We Do Virtual Assistant Services Is the Right One For You

Dedicated, not shared

Your Virtual Assistant works exclusively for your business full time.

English-fluent and uni-educated

Clear communication from expert VAs, every time from the start

Trained by us, briefed by you

We handle onboarding and training so you can focus on the work itself.

A success manager in your corner

Someone checks in regularly to make sure the partnership is actually working.

No minimum headcount

Hire one Virtual Assistant or build a full remote team, we can do both

Common Questions We Get About Our Virtual Assistant Services in Australia

Got some questions you want answered before you get in touch? We’ve listed the frequently asked ones below. If you still have more questions, feel free to fill in the form below. 

A virtual assistant is a dedicated remote team member who handles the tasks that take up your time, from admin and bookkeeping to mortgage broker support. They work your hours, follow your processes and report directly to you, just like an in-house hire without the office overhead.

Yes. All our candidates are fluent in English, and the majority are university graduates.

No. Your VA works full time for your business only. They’re never shared with other organisations.

No. Whether you need one VA or a full team, we’ll match you to the right number of people for your workload.

Our contracts run on a 1-year term, with the option to renew or terminate based on your needs (subject to certain terms and conditions).

We support Australian businesses across a range of industries, with the majority of our clients in mortgage broking and real estate. See the full list of services above, or send us a request if your industry isn’t listed.

We handle the recruitment, IT, HR and training so you don’t have to. Every VA gets role-specific onboarding, ongoing training and a dedicated success manager, and you’re matched with someone who works exclusively for you.

Costs vary depending on the role, hours and experience level required. Book a free discovery call, and we’ll put together a plan and a quote based on your specific needs.

A mortgage broker assistant can manage loan processing, lender research, compliance checks, CRM updates and client follow-ups, freeing you up to focus on new business and client relationships.

Yes. Our bookkeeping VAs are trained across the most common platforms, including Xero and MYOB, and work inside the systems you already use.

Match with a Virtual Assistant Trained for What You Need

You didn’t build your business to spend most of your week buried in admin. Book a free discovery call, and hire a virtual assistant that’s got your back. 

Request An Industry