Further compounding Eric’s hesitation was the liability and compliance to consider when working in such a sensitive industry like finance.
But BELAY was able to address these very concerns.
“What BELAY provides is contractors that are absolutely not our employees; they’re yours,” Eric explains.
And when it came to his list of requirements in order to keep his clients’ information safe and compliant, Eric wasn’t taking any chances – and neither did BELAY.
“That means going out and getting fingerprinted,” he explains. “It means making sure background checks can be run. It means issuing a different computer than you might’ve normally have given them so that they can honor all of our information, security, cybersecurity regulations – and BELAY was the only organization that made it really clear that you’ll do what’s necessary to clear those hurdles; you didn’t balk at all.”
Once all hurdles were cleared, it was time to get to work.
Eric needed someone to manage a complex schedule and cast of characters. And BELAY once again delivered with Elizabeth Young.
“The CEO and I oftentimes – as partners in the firm – have to get bundled into certain meetings together,” Eric shares. “So it’s been helpful to have Liz. There are certain things she knows how to do now across multiple calendars.”
But, as it would turn out, one BELAY VA wasn’t enough for Pacific Advisors.
“That experience went so well – such a great demonstration of capability, support, enthusiasm, personality that, we decided to give BELAY an opportunity to help us with another virtual assistant that could help us in an area of financial organization where you have to collect a lot of the documents for our clients and organize them in a very certain way and do certain systems in a very organized fashion,” Eric says.
“I think that that’s a real testament to the quality of folks BELAY is choosing – their personality, their capability set.”