Administrative Office Assistant to Bradley Stewart
About Stella Ireton
Stella Ireton joined The DFS Financial Group™ in 2026 as an Executive Assistant, bringing more than 15 years of experience supporting financial professionals. She is highly organized, detail-oriented, and dedicated to helping advisors deliver exceptional client service. Known for her strong problem-solving abilities and proven track record of managing multiple priorities, Stella plays a vital role in ensuring day-to-day operations run smoothly and efficiently.
Outside of work, Stella enjoys traveling and following sports. Her international experiences have taken her across England, France, Russia, and South Africa, giving her a unique global perspective. She is also the proud mother of a daughter.
Stella specializes in assisting Bradley Stewart with account management, reporting and planning, client communication, and ongoing client management. Her strong attention to detail and commitment to service help ensure a smooth and efficient experience for both advisors and clients of The DFS Financial Group™.
Her responsibilities include:
- Scheduling client meetings and ensuring effective communication between clients and advisors
- Assisting clients with new account openings, account maintenance, and transfers
- Managing client inquiries and providing timely, accurate responses
- Coordinating and preparing necessary paperwork for retirement and investment plans
- Supporting clients with financial planning software and tools, including The DFS Financial Group’s planning portal
- Assisting with portfolio management, monitoring, and tracking client investments
- Ensuring regulatory compliance by maintaining accurate records and staying current with industry regulations
- Assisting in the preparation of performance reports and investment reviews
- Maintaining organized and updated client files and documentation
- Providing support for business development efforts, including client outreach and marketing initiatives
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