Do more for clients
without burning out.

Your time is your ROI. Compliance tasks, client follow-ups,
and nonstop scheduling will keep stealing it —
until BELAY steps in.

Get Started
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Industry-Verified Partnership
A BELAY Executive Assistant can:

  • Run onboarding and service workflows
  • Maintain client trust through polished, proactive communication
  • Own your calendar, inbox, and client flow
  • Handle compliance with confidence
  • Drive surge season success
  • Draft high-touch client emails and meeting prep materials
  • Keep your schedule — and your reputation — airtight

We learn what’s holding you back.

Backlogged follow-ups. Onboarding bottlenecks. Surge cycles that swamp your calendar. We identify the friction points keeping you from your highest-value work.

01

Your BELAY Right-Fit™ Match

We personally match you with a U.S.-based, financially fluent assistant who knows the pace, pressure, and expectations of financial services

02

Real Results

This isn’t task support. It’s a strategic partner who protects your time, elevates your client experience, and helps you scale with confidence.

03

Ready now? Let’s talk →

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Exclusively for Financial Leaders Who Need Margin

The Financial Advisor’s Delegation Guide

How to delegate high-value work without sacrificing client trust or momentum.

Struggling to make a decision?

Chat with your preferred AI tool to learn how our executive staffing solutions help your business move forward.

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The BELAY Difference at a Glance

Industry-Verified Talent

U.S.-based, background checked, identity verified, and pre-vetted for financial expertise.

Client-Ready Communication

Professionalism that protects trust and elevates your reputation.

On-Demand Scalability

Add capacity when you’re overloaded; flex down when you’re not. BELAY grows with you.

Precision Matching

Matched in one week with a 93% first-match success rate.

Right-Fit Guarantee

If it’s not a perfect match, we fix it fast at no additional cost.

High-Touch Service

Backed by BELAY’s full platform, including onboarding, support, and compliance coordination.

Over 10,000 leaders have trusted us to find their match. You're in good hands.

Get back to what actually grows your business.

Offload the follow-ups, scheduling, and client chaos.

Get Started

Schedule a call with a BELAY Solutions Consultant — takes less than 2 minutes.

Frequently Asked Questions

↓   How do you handle compliance and data security?
↓   Will I need to train them on industry terminology or workflows?
↓   Are BELAY assistants actually background checked?
↓   Can they scale with my firm as needs increase?
↓   Am I locked into a long-term contract?
↓   What will my BELAY assistant not do?