Dual-Role Executive Assistant: Finance & Litigation Support

Vantage Financial Group, Inc.; Independence Township (OH); On-site; USD 42,000 - 63,000; Full time

Job summary

Vantage Financial Group, Inc. is seeking an experienced Executive Assistant to support a top financial advisor and his litigation consulting practice, including structured settlements and court accounting.

The role requires initiative, accuracy, and the ability to multitask in a fast-paced environment. Ideal candidates will have a background in financial services or legal administration, proficiency with MS Office and CRM systems, and a strong eye for detail.

Qualifications

• Associate or bachelor’s degree (or equivalent) preferred.
• Experience in financial services and/or legal admin is strongly preferred.
• Proficiency with Microsoft Office suite and CRM/financial software.
• Excellent written and verbal communication; strong organizational skills.

Responsibilities

• Serve as the primary contact for client inquiries and coordinate communications.
• Schedule and coordinate client meetings with prepared materials and timely follow-ups.
• Prepare financial documents, reports, and presentations.
• Maintain client files and the RedTail CRM.
• Process new account applications and transfers accurately.
• Monitor regulatory requirements and ensure compliant documentation.

Skills

Multitasking

Organizational skills

Attention to detail

Written & verbal communication

Independent work

Discretion

Education

Associate or Bachelor’s degree

Tools

CRM software

Microsoft Office

Job description

Vantage Financial Group, Inc. is seeking an experienced Executive Assistant to support a top financial advisor and his litigation consulting practice, including structured settlements and court accounting.

The role requires initiative, accuracy, and the ability to multitask in a fast-paced environment. Ideal candidates will have a background in financial services or legal administration, proficiency with MS Office and CRM systems, and a strong eye for detail.