Administrative Assistant

Vertis Wealth

March 30, 2025

11:20 AM

Vertis Wealth Chicago, IL

Company size : 11-50 employees
Job Type & Title : Remote
About Company:
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME. At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial, tax, and legal into a seamless journey towards sustained wealth and a lasting impact.
Skills:

We are seeking a personable and detail-oriented Administrative Assistant to assist the CEO and his team of financial advisors, attorneys, and other staff.

The ideal candidate must possess a high level of client, vendor, and inter-team interaction skills and the ability to prioritize daily projects. This person will have excellent customer and organizational service skills, knowledge of the professional services industry, and a strong passion for serving others.

Key Traits:

Honesty, integrity and accountability
Maintains professional competencies and adheres to the firm’s ethical standards and culture
Possess a passion to assist CEO and team members
Dedicated and loyal
High work ethic
Flexible and accommodating
High level of interpersonal skills
Reliable, follows through on commitments

Minimum Requirements:

Bachelor’s Degree preferred
Effective communication with clients, advisors, and staff members
Significant familiarity with financial markets and strong understanding of the advice process
Keep an organized account of client needs and objective
Ability to prioritize and work in a deadline-driven environment
Effective and efficient time management
CRM experience

Responsibilities:

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:

Respond to client call-ins and needs daily
Assist CEO in projects/scheduling
Assist Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisitions
Assist in organizing and maintaining calendars
Help, prep, and execute financial planning paperwork
Reviewing and compiling account reviews
Document CRM system with all client communications
Help build and foster a client referral system

Vertis Wealth

Chicago, IL

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