
Vero Financial Group, LLC is a growing financial firm specializing in employee benefits, retirement planning, and business solutions. We are seeking an Administrative Assistant who will take charge of operations, help grow the business, and play a key role in client satisfaction and scheduling appointments.
This position combines leadership and business development—ideal for someone who is driven, organized, and eager to take ownership of growth initiatives within a professional financial office.
Oversee daily office operations and ensure workflow efficiency.
Take initiative to grow the business
Support client relationship management and service work.
Develop and manage marketing campaigns, social media, and community outreach.
Coordinate scheduling, client communications, and internal meetings.
Maintain compliance and documentation for client accounts.
Assist leadership in identifying new opportunities for growth, partnerships, and process improvement.
Minimum 4 years of administrative, customer service, or management experience.
Strong communication, leadership, and organizational skills.
Proven ability to build relationships.
Self-motivated with the ability to multitask and prioritize effectively.
Experience in financial services, insurance, or employee benefits preferred (but not required).
Proficient in Microsoft Office, CRM systems, and digital marketing tools.
Growth mindset and passion for helping others succeed.
Collaborative, growth-oriented environment.
Opportunity to expand into management and leadership roles.
Training and mentorship from top producers in the industry.
Performance-based bonuses and advancement opportunities.

Full-time, Part-time

In person

Retirement plan
To be considered for this position, please apply on Indeed and complete our short questionnaire.

This position requires fingerprinting, a background check, and a drug & alcohol test. Are you comfortable with those?