Executive Assistant

Vantage Financial Group, Inc.; Independence Township (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

health insurance

dental/vision

ancillary insurance

401(k) with employer match

and more.

Job summary

Vantage Financial Group, Inc. in Independence Township, Ohio, seeks an experienced Executive Assistant to support a lead financial advisor and a litigation consulting practice, including structured settlements and guardianship court accounting.

The ideal candidate is highly organized, detail-oriented, and proactive, with financial services or legal administrative experience preferred. Proficiency in MS Office and CRM systems is essential, and FINRA registrations are a plus.

Qualifications

• Bachelor’s degree or higher preferred; strong organizational skills required.
• Experience in financial services or legal administration is a plus.
• Familiarity with court accounting and structured settlements is desirable.

Responsibilities

• Be the primary contact for client inquiries and coordinate communications with the advisor.
• Schedule client meetings, prepare materials, and ensure timely follow-ups.
• Prepare financial documents, reports, and presentations.
• Maintain client files and the RedTail CRM system.
• Process new accounts, transfers, and related client paperwork accurately.
• Monitor regulatory compliance in files and interactions.

Skills

Strong organizational skills

Excellent written and verbal communic

Ability to work independently

Time-management and prioritization

MS Office proficiency

CRM/financial software familiarity

Education

Associate or bachelor’s degree

Professional designation/certification preferred

FINRA registrations (Series 6/7/63) preferred but not required

Tools

Microsoft Office Suite

CRM software

Financial software familiarity

Job description

We are seeking an experienced, proactive, and highly organized Executive Assistant to support one of our top financial advisors. This is a dual-focus role: roughly half the work supports the advisor’s financial advisory practice and half supports his litigation consulting practice (including structured settlements, court accounting, and related documentation).

The ideal candidate is self-motivated, detail-oriented, able to multitask efficiently, and takes initiative. Experience in financial services and/or a legal background is strongly preferred.

Key Responsibilities:

• Serve as the primary point of contact for client inquiries and manage communication between clients and the advisor.
• Schedule and coordinate client meetings, including preparation of materials and timely follow-up.
• Prepare financial documents, reports, and presentations.
• Maintain and organize client files and the RedTail CRM.
• Process new account applications, transfers, and other client paperwork accurately and promptly.
• Track and follow up on client requests to ensure timely resolution.
• Monitor compliance requirements and ensure files and interactions meet regulatory standards.
• Support the litigation consulting practice, including structured settlements and related documentation.
• Assist with court accounting for guardianship and special needs trusts.
• Handle general administrative tasks (phones, email, office organization).
• Assist with marketing and client communication materials as needed.
• Perform other duties as assigned.
• Consistent and punctual attendance is required.

Qualifications:

• Associate or bachelor’s degree and/or professional designation/certification strongly preferred.
• FINRA registrations (Series 6, 7, or 63) preferred but not required to start.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and comfort with CRM/financial software.
• Strong organizational skills and attention to detail with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.Ability to work independently and take initiative.
• Familiarity with court accounting for guardianships and special needs trusts preferred.
• Legal administrative or paralegal experience is a strong plus.

Additional Attributes:

• Proactive and solution oriented.
• Ability to maintain strict confidentiality and handle sensitive information with discretion.
• Strong time-management and prioritization skills.

Competitive compensation based on experience.

• PTO
• health insurance
• dental/vision
• ancillary insurance
• 401(k) with employer match
• and more.