Bookkeepers, data analysts, claims processors, and admin support for firms where accuracy isn't optional.
Financial services runs on data, documentation, and deadlines. Every policy, every claim, every report needs to be right the first time. Offshore talent doesn't mean cutting corners. It means putting skilled, detail-oriented professionals on the work that's eating your margins, so your licensed staff can focus on client relationships and revenue-generating activities.
Your licensed advisors and brokers are spending time on data entry, reporting, and paperwork that doesn't require a license. That's expensive time on inexpensive tasks.
Insurance agencies know the pain of claim pile-ups. Each delayed claim is a delayed client relationship. Offshore processors keep the pipeline moving.
Monthly client reports, regulatory filings, compliance documentation. It all needs to happen on schedule, and your team is already stretched.
Compliance doesn't generate revenue, but it can shut you down if it's not done right. Offshore compliance support at a fraction of local cost lets you stay ahead of requirements.
AP/AR, bank reconciliation, financial statement prep, QuickBooks, Sage, Xero.
View role details →Financial reporting, portfolio analytics, claims data, regulatory data. SQL, Excel, Power BI.
View role details →Policy data, claim records, client onboarding forms, KYC documentation.
View role details →Advisor support, meeting scheduling, client correspondence, document management.
View role details →Senior advisor support, board prep, confidential document handling.
View role details →Client inquiries, policy questions, claims status updates, appointment booking.
View role details →Financial data doesn't tolerate errors. Our vetting process specifically tests for the precision and attention to detail this industry demands.
A local data entry clerk at $40K/year costs $12K-$15K/year offshore. Multiply that across 5-10 support roles and the savings are significant.
Managed services include oversight, access controls, and documentation. We understand that financial data requires careful handling and clear audit trails.
Financial services needs candidates with high West (Precision) scores. Our Personality Style Matching identifies people who are naturally systematic, accurate, and rule-following.
Manage your team through the Hire Mountain client portal. Post roles, track onboarding, review performance, and adjust match preferences all in one place.
If a hire isn't meeting your standards, we replace them free within 30 days. Your clients' trust depends on getting this right.
Tell us where your licensed staff are spending time on unlicensed work. We'll find the right people to take it over.
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