Executive Assistant

Job Title: Executive Assistant

Location: Independence, OH

Job Type: Full-Time / On-Site

Job Summary:

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.
• Positive, professional demeanor.

Compensation & Benefits:

Competitive compensation based on experience. Vantage offers a full benefits package including PTO, health insurance, dental/vision, ancillary insurance, 401(k) with employer match, and more.