How Elevate Wealth Consulting Hired a Virtual Assistant Who Takes Initiative
At a glance: Jayme Loving-Wills is the owner and CEO of Elevate Wealth Consulting. Before she started her own firm, she worked as a corporate executive, so she knows how long and how expensive hiring can be. She brought on a virtual assistant through Stellar Staff and says the process "has blown all other processes out of the water." In the video below, she explains how hiring and onboarding went and what her assistant has taken on since.
Jayme Loving-Wills, owner and CEO, Elevate Wealth Consulting. The full transcript is at the end of this page.
A wealth consulting firm led by a former corporate executive
Jayme runs Elevate Wealth Consulting as its owner and CEO. In the video, she describes her path in a few words: she came from "the corporate exec world" before starting what she calls her "entrepreneurial journey." The video does not describe the firm's services, clients, or location, so this case study focuses on Jayme's experience with hiring and working with an assistant.
Her background matters for one reason. Many owners who hire an assistant have never run a formal hiring process. Jayme has. She has seen how a company recruits, interviews, approves, and onboards new staff, and what all of that costs. When she says a hiring process was easy, she is comparing it with something she knows well.
What corporate hiring taught her to expect
Jayme's summary of corporate hiring is short: "I know how long the hiring process can be and how expensive it is." She doesn't list the steps, but anyone who has hired inside a large company will recognize them. Someone writes a job description and gets the role approved. The posting goes out, and a recruiter or HR team screens resumes. Candidates go through several rounds of interviews with different people. Then come the offer, the background check, the paperwork, and onboarding.
Each step requires staff time and resources before the new hire starts work. An owner hiring directly has to manage those steps alongside client work and other business responsibilities.
Her corporate experience gives context to how she assessed the hiring process.
How hiring and onboarding went
Jayme's description of the experience is direct: "Stellar Staff has made the hiring and onboarding process so easy." Her comments cover both finding an assistant and getting started together.
Here is how the process works on Stellar Staff's side. The search takes 5 to 10 business days. Stellar Staff screens the applicants, and the client interviews 2 to 3 finalists and picks one. The owner makes the final decision, which matters when the assistant will work closely with her and handle parts of the business that clients see.
After the hire, Stellar Staff handles recruiting, payroll, HR, tracking, and replacements, and the client directs the assistant's daily work. For a former executive, that split will look familiar. Someone else handles the employment side, and she decides what the work is and how it gets done.
What Jayme says about her assistant
Jayme also describes her experience with the work itself:
"They have exceeded my expectations and she is helping me with things that I hadn't even got around to asking her to do."
Jayme values her assistant's initiative: helping with work she had not yet asked her to handle.
She ends with a clear verdict on the experience so far: "So far, I am incredibly happy with my experience with them."
Why initiative matters when an assistant supports the owner
When an assistant works directly for the owner, the task list often changes as they learn the business. The owner hands over the obvious work first. The rest, such as the follow-ups, the half-finished projects, and the ideas that never made it onto a list, stays with the owner until someone notices it.
An assistant who takes initiative closes that gap. Instead of waiting for each request, they pay attention to the owner's inbox, calendar, and open projects and offer to handle what they see.
This is what many owners look for in a remote executive assistant. If you are comparing providers for that kind of role, our guide to virtual executive assistant services breaks down how the main options differ in hours and support model.
Getting a financial firm ready for a remote assistant
Jayme doesn't describe her assistant's tasks in the video, so we won't list them for her. For other owners of wealth consulting and advisory firms who are planning a similar hire, a few decisions make the start go more smoothly:
- Write down the work you already know you want to hand off. Start with recurring administrative tasks such as scheduling, inbox management, meeting preparation, and CRM updates. The list doesn't need to be complete, because a good assistant will add to it.
- Define which tasks require licensed staff. Investment advice, recommendations, and decisions about what is suitable for a client stay with you and your licensed team. The assistant supports that work but doesn't do it.
- Set up separate logins. Give the assistant their own accounts in your CRM, email, and calendar tools, with only the access the role needs, so you can change or revoke permissions at any time.
- Tell the assistant you want suggestions. If you want the kind of initiative Jayme describes, say so early. Ask what they notice, and give them room to propose work.
What other firm owners can take from this
- Compare the whole process, not only the price. Jayme judged the experience against corporate hiring, where time and cost add up across many steps. Count your own hours when you compare options.
- Look at onboarding as well as the search. She gives credit to both the hiring and the onboarding. Ask any provider how onboarding works, not just how candidates are found.
- Hire for judgment, not only for a task list. The quality Jayme highlights is an assistant who takes on work before being asked. Use your interviews to find out how each finalist would spot and suggest work.
If you run an advisory practice, see our page on hiring a virtual assistant for financial advisors for the client service and administrative tasks the role can cover. For a story about how one hire can turn into a larger team, read how Mr. Handyman of South Bend grew from one virtual assistant to six.
How Stellar Staff matches an assistant to a financial firm
Stellar Staff recruits dedicated, full-time remote assistants, primarily from the Philippines, and accepts the top 0.1% of the thousands of applicants who apply each month. Vetting includes a 6-step application, 6 individual tests, written and spoken English verification, professional interviews and skill assessments, reference checks, an equipment check, background checks, and internal QA before the finalist interviews.
The client interviews 2 to 3 finalists and picks one. Pro is $1,999 a month for 160 hours, and Executive is $2,999 a month. Both plans are month to month with no long-term contract and 14 days' notice to cancel, and managed plans include free replacements, forever.
To find the plan that fits your firm, compare pricing or book a call to start a search.
Video transcript
Machine transcription of the video above, edited for punctuation and for names the software misheard.
"The process has blown all other processes out of the water. My name's Jayme Loving-Wills and I am the owner and CEO of Elevate Wealth Consulting. Now, for someone that came from the corporate exec world prior to my entrepreneurial journey, I know how long the hiring process can be and how expensive it is. Stellar Staff has made the hiring and onboarding process so easy. They have exceeded my expectations and she is helping me with things that I hadn't even got around to asking her to do. So far, I am incredibly happy with my experience with them."
This case study is based on a recorded video interview with Jayme Loving-Wills. Firm details are limited to what she says in the video, and we have not added details we could not confirm. Results are described only as the client stated them; we have not added figures that were not in the interview. Stellar Staff pricing is current as of November 2026.