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Can You Trust Your Virtual Assistant?

Can you trust your Virtual Assistant?Trust is a big word in business partnerships. This is especially true when you’re talking about your relationship with your Virtual Assistant. Not only are you having to trust that the VA you’ve subcontracted with is actually doing the workload you’ve assigned, but you also have to trust him/her with confidential information concerning your company. Depending on the extent of your partnership, this could include log in information for websites, email accounts, even bank accounts. If they are doing your bookkeeping, they’ll have access to your company bank statements, financials and tax information.

In a traditional office setting, it’s taken for granted that the person hired is trustworthy and will do the job without you having to worry about them running off to some deserted island with your hard-earned profits. It’s a bit trickier when you are working with a Virtual Assistant. Now, before I have a dozen VA’s start making prank phone calls and threatening my mother, let me say that I AM a Virtual Assistant! I am in no way making a generalization that we are not a trustworthy bunch! In fact, I think that as subcontractors, we are MORE concerned with our client’s privacy. The majority of us have some sort of confidentiality clause just for this purpose. As an Administrative Assistant, it’s an engrained part of my psyche.

While I say working with a Virtual Assistant and developing a business relationship with them is trickier, I think what I really mean is different. It’s not the traditional way we’re used to working with office staff. So we have to develop that trust a little differently. Here are a few suggestions for business owners who are thinking about working with a VA :

  • Do your homework. Ask your Virtual Assistant for references from past or current clients. Or better yet, if you know someone working with a VA, get a referral from them.
  • Start slow. Assign projects that require you to give out general information at first. As the relationship grows and you learn more about their work ethics, you’ll feel more comfortable offering up more private information.
  • Make sure that both of you sign a contract and a confidentiality agreement. This protects both parties and sets clear expectations for each of you.

Trust is an extremely important part of my business. I want my clients to know, without a doubt, that they can give me confidential information and it won’t be compromised. I’m pretty sure I can speak for the majority of Virtual Assistants out there and say that they feel the same way. It’s just a matter of making sure all of your bases are covered when working virtually.


Angi Shields is a Virtual Assistant and owner of Clerical Essentials

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Your business is unique and I want to provide an alternative to your administrative needs in a completely confidential and professional manner. I believe it's important to form partnerships with people who have a real interest in your success. That's what my business is all about!

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Communication and transparency are the keys to working virtually. I always have plenty of questions, and I assume others do too. If you have a question, or would like more information, feel free to reach out!

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