Verlo is the first truly AI-native CRM for wealth management firms. Unlike traditional CRMs, Verlo updates itself by automatically pulling in client data from custodians, call recordings, emails, calendars, and documents. Then, advisors can ask the Verlo chat agent questions like “Which of my clients own AAPL stock?” or “How much did Alan Smith invest last month?” and get accurate answers immediately, no filters, no custom reports.
On-site · St. John's
The Executive Assistant will manage complex calendars, travel logistics, and meeting cadences for the CEO and COO to ensure operational efficiency. They will also support board and investor communications while maintaining organized records and administrative processes.