Hello! My name is Marcela Mendoza and I will be (hopefully) your new Virtual Assistant!
I have been a part of the online world since 2019, working closely with advisors, business owners, and coaches.
I enjoy seeing businesses succeed with my help, and I am excited to learn more about you and see how we can work together!
• General Admin
• Calendar Management
• Email Management
• Back Office Tasks
• Client Servicing & Communication
• CRM Maintenance
• Social Media Management, Content Creation & Website Maintenance
+ Additional Services For Advisors:
• Custodian Communication & Paperwork
Let’s discuss how I can help you!
“I recommend Marcela to small business owners, particular financial planners. She previously worked at an RIA and is very familiar with my world. She is adaptable and assists with whatever I need, including: paraplanning (e.g., recategorizing transactions in RightCapital, cleaning up meeting notes, entering tax returns into BNA), marketing (scheduling social media posts, designing newsletters), and operations (creating and updating workflows). After struggling for years to do everything alone, hiring Marcela has been a real boon for my business!”
- Jane Yoo, CFP, MBA
OH HEY, FOR BEST VIEWING, YOU'LL NEED TO TURN YOUR PHONE