ProsperiFi Virtual Assistant

Please Note: This job is being posted on behalf of Kris Garlewicz (www.prosperifi.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Kris Garlewicz is the President of ProsperiFi LLC, a financial advisory company that helps owners and operators of family businesses make clear and confident financial decisions. ProsperiFi focuses on wealth management and advisory services that protect families from the common pitfalls in the financial industry. The company takes a direct, data focused approach that values honesty and clarity. ProsperiFi is growing through new content, client education, and a structured way of helping people build and protect their long term wealth.

We are looking for a Virtual Assistant who can bring structure, consistency, and follow through to his fast paced environment. This person will help manage priorities, support daily operations, and keep execution on track. 

The right fit will align with our Core Values:

• Relationships First
• Clarity of Process
• Up for the Challenge
• Lifelong Learning
• Embrace the Breakdown

As our assistant, you will help bring order to the moving parts of the business by keeping tasks organized, supporting ongoing projects, and making sure key items stay on track. You will handle a mix of operational work, content coordination, follow up, and structured routines that help maintain steady progress each week.

Some of your responsibilities will include:

• Managing email inbox and keeping priorities organized
• Handling calendar management and scheduling
• Coordinating travel arrangements
• Managing client requests, leads, contacts, and networking follow up
• Running scheduled reports in compliance systems
• Managing LinkedIn connections and routine follow up
• Supporting content coordination and cross posting
• Scheduling social media posts and monitoring comments and messages
• Generating and sending client progress reports
• Supporting client event coordination
• Updating the company website
• Researching and summarizing reports

In addition to the above, the ideal candidate must be/have:

• Highly structured and organized
• Strong follow through and follow up
• Assertive, clear and confident communication skills
• Patient and calm under pressure
• Flexible and able to adapt to shifting needs
• Impact driven with a focus on meaningful results
• Comfortable working in a fast paced environment
• Able to help prioritize work and keep progress consistent
• A good sense of humor and family oriented
• You must be tech savvy and quick to pick up new tools and software

Experience with the following tools is a plus!

• Google Workspace
• WealthBox
• WordPress
• DocuSign
• AI tools such as ChatGPT and Perplexity
• Adobe

Position Details

• This is a 1099 contractor position with a potential transition to W2 after the 90 day trial
• A 401(k) with a 50 percent match on the first 3 percent is available once transitioned to W2
• The position will be 15 to 20 hours per week with the possibility to increase to full time within 6 months
• Hours are flexible within 8:30 am to 5:00 pm CST
• The pay rate is $27/hr USD
• You must be able to pass a background check
• We're looking for someone to become a long term (3+ years) team member

Please do not contact Kris Garlewicz or ProsperiFi LLC directly; doing so will disqualify your application.