Inbox & calendar management
Your email sorted, flagged, and answered; your schedule built so nothing — and no one — falls through.
- Email triage & drafting
- Scheduling & reminders
- Meeting coordination
Your back office, handled — in English and Spanish.
Alpha One Universal LLC provides virtual assistance for busy owners and small teams: inboxes under control, calendars run, clients followed up with — by an assistant who spent nine years running a founder's entire operation.
9+ yearssupporting a founder / CEO
2 languagesfully bilingual — English & Spanish
Financial servicesadmin experience in a financial advisory office
Now accepting new clients
Services
The day-to-day work that eats your week, taken off your plate — reliably, and with the discretion sensitive information deserves.
Documents & data
Clean documents, accurate spreadsheets, and files you can actually find again.
- Document preparation
- Data entry & cleanup
- File organization
Client follow-up
Leads answered, appointments confirmed, and loose ends chased down — politely and persistently.
- Lead & inquiry follow-up
- Appointment confirmations
- CRM updates
Bilingual communication
Serve Spanish-speaking clients and partners with the same polish as your English ones — no translator apps, no awkward delays.
- Client calls & emails in Spanish
- Document translation (non-certified)
- Bilingual front-desk support
Financial advisory office support
Admin help from someone who has worked inside a financial advisory office — client scheduling, paperwork, and records handled with care.
- Client scheduling & meeting prep
- Account paperwork & forms
- CRM notes & follow-up
I work inside your own systems and follow your firm's policies and procedures — your compliance standards stay fully under your control.
Executive assistance
Founder-level support: travel, research, personal logistics, and the judgment calls in between.
- Travel planning & booking
- Research & briefings
- Personal errands, coordinated
How it works
Start small, see the work, then decide. No long contracts to sign before you've seen a single result.
STEP 1
Discovery call
A free 20-minute call about your business, your bottlenecks, and what you'd hand off first if you could.
STEP 2
Trial week
One week at the standard hourly rate, working on real tasks — your inbox, your calendar, your clients — so you can judge the fit on evidence, not promises.
STEP 3
Ongoing support
Move to a monthly retainer sized to your workload. Hours flex up or down as your business does.
Jasmin Morera
Founder · Alpha One Universal LLC
Meet your assistant
Jasmin Morera is the founder of Alpha One Universal LLC and the person who does the work — no hand-offs, no call centers.
For more than nine years she was the administrative right hand to a founder and CEO, running the calendar, the correspondence, the travel, and the thousand details a growing business runs on. Most recently she worked inside a financial advisory office, supporting an advisor's practice — client scheduling, paperwork, and records — where accuracy and confidentiality aren't preferences, they're the job.
Fully bilingual in English and Spanish, she works from a private office in New Jersey, on Eastern Time, for clients anywhere in the U.S.
English & Spanish, native-level
Financial advisory office experience
Based in New Jersey — Eastern Time
Established LLC, operating since 2020
Discretion with sensitive information
Tools I use: Salesforce · Excel · Outlook · Microsoft Teams · Zoom
Connect on LinkedInWhat clients say
This is where clients will speak for the work — their stories are on the way.
Client stories coming soon.
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Straightforward pricing
Executive-level support without an executive hire's salary, benefits, or overhead. Start hourly, or lock in a retainer and save.
Hourly
For trying things out or one-off projects.
$35 / hour
- Any service on this page
- No minimum commitment
- Time tracked & reported weekly
- Bilingual support included
Essential Retainer
Steady help for a growing business — about 6 hours a week included.
$800 / month
- Up to 25 hours a month
- Priority scheduling
- Weekly status summary
- Bilingual support included
- Unused hours roll over 30 days
Full Support Retainer
A true right hand — about 9 hours a week.
$1,200 / month
- Up to 40 hours a month
- Same-day response on business days
- Weekly status summary & planning call
- Bilingual support included
- Unused hours roll over 30 days
Hours beyond your plan are billed at $35/hour.
Retainers are invoiced monthly in advance; hourly work is invoiced weekly. The trial week is invoiced before it begins. Pay by bank transfer (ACH) or credit card; invoices are due within 7 days.
Estimate your month
Drag the slider to the hours you think you'd hand off each week. The estimate always shows whichever is genuinely cheaper at that workload — hourly billing or a retainer.
$758/mo
At ~22 hrs/mo, hourly billing at $35/hr is your cheapest option — no retainer needed yet.
Need something different — a project, coverage for a busy season, or support in Spanish only? Ask for a custom quote.
Common questions
Small businesses and solo professionals who are drowning in admin: financial advisory firms, law offices, real estate professionals, contractors, consultants, and founders. Experience inside a financial advisory office makes detail-heavy, confidential client work an especially good fit — and bilingual support helps any business serving Spanish-speaking clients.
Whatever you already use — email, phone, text, Zoom, Slack, or WhatsApp. You'll always deal directly with Jasmin, and you'll get a short written summary of what's been done each week.
Yes. Years supporting a CEO and time spent in a financial advisory office have made discretion second nature. A confidentiality agreement is available on request, and client information is never shared or reused, except as required by law.
Based in New Jersey on Eastern Time, available during standard U.S. business hours, Monday to Friday. Retainer clients get same-day responses on business days.
Yes — retainers are month to month. Scale up, scale down, or pause with a quick email; there are no long-term contracts and no cancellation fees.
Let's take the busywork off your plate.
Book a free 20-minute discovery call. We'll talk through what you need, and you'll leave with a clear picture of what working together looks like — no pressure either way.
Prefer email? Write to hello@alphaoneuniversal.com
Serving clients remotely across the U.S. · New Jersey (Eastern Time)
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