Executive Assistant

About VestGen Wealth Partners :

VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their practices, achieve long-term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.

Job Summary :

We are seeking a highly organized, resourceful, and client-focused Executive Assistant with at least 5 years of experience in the financial services sector to support a Financial Advisor and the broader wealth management team in our Naperville, Illinois location. This position will be client-facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision. The ideal candidate will have experience as a Client Service Associate, operational expertise, and a strong ability to think critically and solve problems independently, while building trust and relationships with clients. Experience with LPL Financial platforms is highly preferred.

Key Responsibilities :

• Client Support : Serve as a primary point of contact for clients, providing exceptional service and addressing inquiries regarding accounts, services, and general financial matters.
• Administrative Support : Provide high-level administrative support to the Financial Advisor you support, including scheduling meetings, managing calendars, preparing reports, and handling client communications.
• Operational Tasks : Assist with account maintenance, transfers, and new account setups, ensuring compliance with regulatory requirements and internal procedures.
• Client Onboarding : Assist with the client onboarding process, ensuring all required documentation is completed accurately and timely.
• Document Preparation : Prepare client reports, presentations, and other financial documents for client meetings and communications as needed.
• Coordination : Help coordinate and manage internal and external meetings, events, and client engagements.
• Team Support : Provide backup support for other assistants and financial advisors when needed, ensuring the smooth operation of the office.
• Problem Solving & Critical Thinking : Use critical thinking and resourcefulness to troubleshoot client issues, operational challenges, and ad-hoc requests, providing timely solutions.
• System Management : Manage and maintain accurate client information in firm databases and systems (preferably with LPL or other financial platforms).
• Client Relationship Management : Maintain a professional, positive, and proactive relationship with clients, ensuring their needs are met and expectations are exceeded.

Qualifications :

Key Skills & Competencies :

Compensation :

Competitive salary based on experience, along with a benefits package that includes health insurance, retirement plans, and other perks.