FinTech Operations Virtual Assistant

Hire remote support staff for fintech admin, customer support, and back office execution.

A FinTech Operations VA is the execution layer that keeps your workflows reliable. They run repeatable processes inside your systems, follow your SOPs, and remove bottlenecks so leadership can stay focused on growth.

Best for teams that need:

Fast execution: Clean admin turnaround without local hiring friction
Reliable support: Consistent case handling and clear handoffs
Data integrity: Accurate trackers, clean records, and dependable reporting

What this role is

This role is about process reliability, not product engineering.

If your fintech runs on repeatable steps like onboarding, verification, ticket queues, refunds, chargebacks, renewals, or partner tracking, this role keeps those steps moving every day.

"We have been extremely happy with the service and support we have received from the Aristo team the last couple of months. There have been times we have given the team projects with massive amounts of work, and the core team, with help from extra Aristo resources, has completed the entire research project by next morning. We have been to trade shows, and our VAs have reached out to people in advance and gotten us appointments that have lead directly to sales."

Craig Pollak

SVP, Social Survey

What they can handle

1) Onboarding and compliance admin

Maintain process integrity and document completeness.

Execute verification checklists and follow up for missing documentation
Organize evidence folders so records stay consistent across systems
Track deadlines, renewals, and audit trail status for your internal compliance lead
Keep onboarding steps moving through clear updates and handoffs

2) Customer support and case handling

Keep queues flowing and cases documented correctly.

Manage email and ticket queues using your templates and policies
Tag, route, and escalate cases to the right owner
Update CRM records and notes so teams share one source of truth
Track recurring issues and flag patterns for your team lead

3) Data integrity and reporting

Keep inputs clean and visibility clear.

Clean spreadsheets and reconcile lists for accuracy
Maintain trackers for vendors, partners, disputes, refunds, or chargebacks
Build simple dashboards and weekly summaries for ops metrics
Keep records aligned across tools through consistent updates

Operational continuity

Make execution stable even as the business changes.

Update SOPs when steps change so execution stays consistent
Create handoff checklists that reduce dropped balls
Standardize templates for faster, higher-quality throughput

Clear boundaries

To protect quality, compliance, and safety, this role excludes:

Technical delivery: coding, software architecture, engineering builds
Advisory work: legal, tax, compliance decisions, financial advice
Fiduciary activity: trading, portfolio management, or movement of funds

Fit with your tools

We match hires to your existing stack, from Zendesk and Salesforce to Notion and Slack.

How It Works

Define the workflow: tools, hours, task list, and success metrics
Get matched: we shortlist candidates based on execution fit and communication
Onboard and run: you provide access and SOPs, your VA executes and reports

Frequently Asked Questions

Is this a bookkeeper or accountant?

This role is a finance operations VA, not a bookkeeper or accountant. The finance operations VA tracks billing status, runs follow-ups, and keeps records clean. The finance lead or CPA owns accounting and strategic decisions.

How does this role support KYC?

This role supports KYC by handling KYC administration, not compliance decisions. The VA collects documents, checks completeness against your checklist, runs follow-ups, and tracks status. The compliance owner approves or rejects KYC.

How do you handle sensitive data?

Sensitive data handling uses least-privilege access controlled by you. You set permissions, approvals, and audit trails. The VA completes tasks with only the access required.

Can they run customer support?

This VA can run customer support operations using your templates and policies. The VA manages tickets and inboxes, applies tags, routes requests, and escalates issues.

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