Welcome to CapitalPoint Financial
Here at CapitalPoint Financial, we pride ourselves on being a premier financial firm, committed to delivering outstanding financial services to clients across the world.
A cornerstone of our identity is our deep dedication to diversity and cultural understanding. We actively cultivate a multicultural work environment where diverse perspectives are not only valued but truly celebrated.
Since our founding in 2018, financial advisory was our initial core business. However, we recently underwent a significant and exciting evolution: our core financial advisory portfolio was acquired by one of our esteemed, award-winning financial partners. This strategic acquisition has allowed us to sharpen our focus and dedicate even more resources to expanding other key areas. We’re currently growing our asset management and personal/business banking services, and we’re excited to soon add health insurance services to our comprehensive offerings.
Furthermore, our loan service portfolio thrives through strategic partnerships with both private and public lenders, enabling us to provide a broad spectrum of solutions for our clients.
Your interest in joining us comes at a pivotal time. Our current recruitment efforts are absolutely crucial as we expand our services and strengthen our workforce following this acquisition. We believe that by growing our team, we’ll significantly enhance service delivery across all our portfolios.
Your Online and Virtual Interview Process
We understand that coordinating across different time zones can be a challenge, which is precisely why we’ve designed a comprehensive online interview process. Our initial questions were carefully crafted to thoroughly assess your skills and determine if you’re the ideal candidate for this role.
The upcoming live virtual assessment on Google Meet will primarily be for a meet and greet and visual assessment. This is a chance for us to connect with you further and for you to get a better feel for our team.
We currently have nine administrative assistants thriving in both in-office and virtual roles, and we’re incredibly excited about the possibility of you contributing your talents to our growing team.
Important Next Steps Regarding Your Conditional Offer
We’re delighted you’ve completed your interview process with CapitalPoint Financial, and we’re very hopeful about the possibility of you joining our team!
We’ve extended a conditional offer letter, and as you consider this exciting opportunity, we want to provide you with all the necessary information about our recruitment policy and the next steps.
This comprehensive policy has been carefully developed by CapitalPoint Financial in close collaboration with our contracted international recruiter, Medina Siggey, an expert in global talent acquisition, along with other experienced international recruiting specialists. Together, we have created these guidelines and the accompanying FAQs to provide a clear and thorough overview of our standard recruitment policies and procedures.
We kindly ask that you fully read and understand all the information provided before deciding how to proceed. It’s important that our policy aligns with your expectations; if it does not, please know you are absolutely free to withdraw your application and notify us.
We expect all candidates to respect our recruitment policy as they navigate this process.
Navigating Your U.S. Work Visa Journey:
Key Information
To ensure a smooth and successful transition as you embark on this exciting journey with us, we’ve compiled some frequently asked questions regarding the next crucial steps in the recruitment process, particularly concerning your U.S. work visa.
We understand this might be a new process for you, and we’re here to provide clarity and support.
Your job offer is conditional because hiring an international candidate involves a multi-step process that must be completed before your employment can officially begin.
It’s an important step to confirm you have the necessary documentation to support the qualifications you’ve presented in your CV. This includes verifying your degrees, certificates, employment letters (current or past), work experience proofs, and confirming they align with your interview responses.
Specifically, your start date and official onboarding are dependent on you obtaining the necessary U.S. work visa. While we have confidence in your qualifications for the role, the visa process is governed by strict U.S. immigration rules and requirements. Only after you’ve successfully met all visa eligibility criteria and received formal approval from the U.S. government can your employment be confirmed.
In short, the conditional offer ensures that both you and CapitalPoint Financial move forward responsibly and in compliance with all legal and procedural requirements.
As a foreign national joining CapitalPoint Financial, the most common visa types that may apply to this position are:
- H-1B – for skilled professionals in specialized fields
- EB-3A – for skilled workers and professionals (employment-based green card)
- EB-3C – for unskilled/entry-level positions
Your exact visa category will depend on your qualifications, experience, job role, and timing.
This is a general overview, the final visa route can only be determined after a formal eligibility assessment by an experienced immigration agency or attorney.
This involves analyzing your background, supporting documents, and the most current immigration policies.
Why are EB-3 visas being suggested over the H-1B?
The next H-1B visa registration will be for Fiscal Year 2026 (started March 2025), which may not align with our desired timeline. For that reason, the EB-3 visa (permanent employment-based) is often the more practical path for foreign candidates at this time. Your immigration advisor will confirm which visa is most suitable.
Yes, we will sponsor the eligible candidate through the appropriate visa route once an immigration agency certifies your eligibility.
Sponsorship includes:
- Filing required petitions (such as the PERM and I-140 for EB-3)
- Providing necessary employment documents
- Coordinating with your immigration advisor
- You receive a conditional job offer from CapitalPoint.
- You contact a visa agency and complete an eligibility check.
- If eligible, CapitalPoint applies for sponsorship to the U.S. government.
- USCIS reviews your case (this can take several weeks).
- If approved, you attend a visa interview at your local embassy.
- If successful, your visa is stamped in your passport.
- Prepare your travel
You must:
- Provide true and complete documents (degrees, work experience, passport, etc.).
- Hire a visa agency from recommended list.
- Undergoing an eligibility assessment
- Follow all agency instructions and timelines.
- Be ready for interviews and appointments.
Getting a U.S. work visa is a highly complex process with strict eligibility requirements and steps.
While CapitalPoint Financial can assess and confirm your qualifications for this role, only an experienced immigration attorney or visa agency is equipped to accurately evaluate your eligibility for the visa itself.
Previously, employers covered the fees associated with immigration agency fees in addition to government and legal charges, however, we encountered serious challenges that made it unsustainable, such as:
- Change of Mind: Candidates might simply have a change of heart about relocating, and withdraw after the employer had already invested money in their sponsorship process.
- Candidates working with fake or unqualified agencies, leaving the hiring company to deal with the consequences.
- Personal Circumstances: Unforeseen personal issues such as family matters arise preventing relocation – This is often common among married applicants.
- Foreign nationals submitting false documents, hiding important details, such as previous visa denials and overstayed visa(s), which caused further complications and resulted in visa denials.
- Better Opportunities: Candidate received a more attractive job offer from another company, either domestically or internationally and abandons the process.
How do these candidate withdrawals impact the employer?
While we understand that unforeseen circumstances can arise, each of these situations caused financial loss, wasted time, and delays in our hiring process.
- Filing Fees: Sponsoring a foreign worker through the U.S. immigration process involves considerable costs, with expenses reaching up to $8,000 per candidate . Once the process begins, a large portion of these fees (paid to the relevant government agencies) is non-refundable. In a situatuation the applicant withdraws, this money is lost.
- Recruitment Costs: The significant time and money invested in recruiting, interviewing, and selecting candidates are lost.
- Relocation Assistance: If any relocation benefits were offered or paid upfront, these might be unrecoverable.
This will not only affect CapitalPoint Financial but also impacts other qualified candidates waiting for same opportunity. Because of these issues, we have updated our reciutment policy.
What Has Changed?
To mitigate these challenges and ensure a higher level of commitment and accountability, we now require candidate(s) to cover the costs of engaging a visa agency and other related expenses for their visa processing.
As often observed that when an employer covers all expenses, candidates might be less committed to the process. However, when candidates invest their own resources, they’re typically much more diligent and far less likely to withdraw early or mishandle their application.
Here’s how this approach benefits both you and CapitalPoint Financial:
- Increased Accountability: When you have a financial stake in the process, you’re more likely to see it through to completion.
- Control over the process: You have direct control over your visa process , allowing you to build a relationship with your chosen agency.
- Protection for Both Parties: This policy helps protect both you and CapitalPoint Financial from unnecessary delays, legal risks, and wasted resources.
It also ensures that both sides are equally invested in making the process successful and enables us to identify applicants who are genuinely dedicated to relocating and contributing to our organization.
No. If we pay for your agency, it defeats the purpose of ensuring you are serious and committed.
Paying the fee yourself shows you are truly ready.
What if I cannot afford to pay for the agency?
We understand this may be difficult. But unfortunately, if you are not able to afford the required obligations, we will discontinue your job application.
Yes. We provide a list of recommended and vetted visa agencies that are experienced with U.S. immigration law. We encourage you to work with these verified professionals to reduce the risk of misinformation or fraud. Choosing a reliable agency is critical to the success of your application.
While it was previously common practice to allow foreign candidates to select their own immigration agency to manage their visa process, we have found that unrestricted use of external agencies increased the risk of:
- Partnering with agencies that are not legally authorized to provide immigration services.
- Experiencing complications due to a lack of expertise in U.S. employment-based visas.
- Facing delays or miscommunication, which may put your visa application and our hiring schedule at risk.
- Many candidates opt for low-cost agencies that often lack experience and do not work with licensed immigration attorneys, increasing the likelihood of errors, incomplete filings and visa denials.
For these reasons, we now require candidates to choose an agency from a list of pre-approved experienced agencies as recommended by international recruiters, to ensure a smoother, more reliable visa process.
By using the recommended agencies, you benefit from:
- Verified expertise in U.S. immigration law.
- Lower risk of scams or application errors.
- Direct coordination between the agency, our HR team, and U.S. authorities.
U.S. work visas, such as the H-1B and EB3, are not the same as tourist and other visas categories. Unlike short-term visas, work visas can potentially lead to permanent residency (a green card), which is why they are closely reviewed and highly regulated by the U.S. government.
These visas are also more complex and involve two separate steps:
1. Employer Process – Filed by CapitalPoint Financial
We, as your employer, must first file a formal petition with the U.S. government (U.S. Citizenship and Immigration Services – USCIS). This step confirms that:
- The position qualifies for a work visa.
- You meet the qualifications for the role.
- We are legally sponsoring you for employment in the U.S.
2. Employee Process – Your Responsibility
Once the U.S. government approves our petition, you will then apply for the visa at your nearest U.S. embassy or consulate. This includes:
- Submitting required documents (such as your degree, employment offer, and application forms).
- Attending a visa interview.
- Paying applicable fees.
Both parts must be completed successfully for you to receive your work visa and begin working in the U.S.
Given the complexity and high rejection rates, self-filing is extremely risky. If a small detail is missing or incorrect, your visa could be denied. A professional agency ensures compliance and maximizes approval chances.
The agency will work with you from beginning to end:
- Check if you are eligible for a U.S. work visa.
- Help gather and prepare all documents.
- Guide you in filling forms and making payments.
- Handle the application process with CapitalPoint and the U.S. government.
- Prepare you for the visa interview at your embassy.
- Give advice about your family’s visas if they are relocating with you.
They will be your main point of contact, and they will also update us regularly on your progress.
No one can promise 100% that you will get the visa. However, working with a qualified immigration agency gives you a much better chance.
Even if CapitalPoint sponsors you, you can still be denied if your documents are incorrect, if your background does not meet the visa rules, or if you are not prepared for the embassy interview.
That’s why we recommend experienced agencies, they will guide you through the process to avoid mistakes.
We only recommend verified agencies with a track record of success. These are licensed immigration services in the U.S. Canada or real law firms that we have checked ourselves. If any issues arise, we can intervene, ensuring you’re protected.
The full process usually takes between 3 to 6 months (90 to 180 days). It depends on:
- USCIS processing times
- Embassy appointment availability
- How quickly you submit documents
Once your visa is approved and you arrive in the U.S., our relocation package will include the following and other related expenses:
- Pay for your economy-class flight ticket.
- Provide free housing for your first two months to enable you settle in.
- After the second month, you can choose to stay (and pay rent) or move to a new place.
Yes, you can bring your family. After your work visa is approved, your spouse and children under the age of 21 may apply for H-4 dependent visas to join you in the U.S.
Your chosen immigration agency will guide you through this process and provide specific instructions tailored to your situation. However, please note that you will be responsible for any additional costs associated with the H-4 visa applications, unless there is a separate agreement in place with CapitalPoint Financial.
No, the salary is fixed and follows U.S. government / Labor rules. However, you will be eligible for a salary review after 12 months, based on your performance.
Company Culture & Work Environment
You will find a dynamic, supportive, and collaborative environment where employees are empowered to contribute their best. A typical day is varied and may include managing calendars, preparing reports and presentations, organizing files, coordinating travel, assisting with data entry, and acting as a central point of contact for inquiries. The role requires strong organizational skills, adaptability, and a proactive mindset.
Our culture is built on respect, collaboration, and a shared commitment to excellence and diversity. We are profoundly committed to cultural understanding and fostering a multicultural workforce, as diverse perspectives drive innovation.
We achieve this through non-discriminatory policies, Employee Resource Groups (ERGs), diversity training, and encouraging open dialogue to ensure an inclusive environment where everyone feels valued and has equal opportunity to succeed.
The main challenges include managing time zone differences, understanding and respecting diverse cultural communication nuances, and occasionally navigating language barriers.
We mitigate these through flexible scheduling, training on cross-cultural communication, and leveraging technology to facilitate seamless collaboration.
Training & Professional Development
Absolutely. You will receive comprehensive induction training covering company policies and an in-depth introduction to your role’s specific tasks.
You will also receive hands-on training on all relevant systems and tools, with ongoing guidance and support from your manager and senior administrative staff.
We are committed to continuous learning and growth:
- Skill Enhancement: Access to online learning platforms, workshops, and courses to enhance administrative, technical, and soft skills.
- Internal Mobility: Opportunities to specialize, move into different departments, or take on roles with increased responsibility within our expanding portfolios.
- Mentorship Programs: Facilitating connections with mentors within the organization.
- Cross-functional Exposure: Involvement in projects exposing you to different facets of our business.
Many of our administrative team members have advanced their careers internally. Examples include administrative assistants moving into roles such as Executive Assistants, Office Managers, Project Coordinators, or specialized roles in HR, marketing, or even junior analyst positions after gaining experience and pursuing further development.
Role Expectations, Performance, and Success
Success in this role is measured through a combination of factors, including:
- Efficiency & Accuracy: Timeliness and meticulousness in managing administrative tasks.
- Proactive Support: Anticipating needs and offering solutions to support internal teams and clients.
- Communication Effectiveness: Clear, concise, and timely communication.
- Organizational Skills: Maintaining well-organized records and systems.
- Collaboration: Effective teamwork with colleagues.
- Stakeholder Satisfaction: Positive feedback from the teams and clients you support.
- Process Efficiency: Identifying and suggesting improvements to workflows.
- First 6 Months: Success means quickly familiarizing yourself with CapitalPoint Financial’s processes, key stakeholders, and the administrative needs of teams in asset management and personal/business banking. You will efficiently manage daily tasks, learn our core systems, and contribute to seamless client and internal team support, including initial work for our new health insurance services.
- Beyond 6-9 Months: Success involves taking on more complex administrative challenges, independently managing projects, and proactively streamlining workflows to enhance efficiency and contribute to broader team objectives, such as optimizing client communication or improving data management.
Our administrative team is focused on optimizing support for our expanding services. Key challenges include managing increased documentation, coordinating across diverse internal teams and global clients, and adapting to new technologies for new service portfolios.
Your role will directly assist with:
- Enhancing cross-departmental coordination for health insurance service integration.
- Streamlining documentation and reporting processes.
- Optimizing client communication channels.
- Supporting digital transformation and technology adoption projects.
We utilize a suite of industry-standard and specialized tools, including:
- Microsoft Office Suite (Microsoft 365): Word, Excel, PowerPoint, Outlook.
- Communication & Collaboration Platforms: Microsoft Teams, Zoom.
- CRM (Customer Relationship Management) Systems: For client interactions.
- Document Management Systems: For secure storage and sharing.
- Project Management Tools: For tracking tasks and deadlines.
- Basic financial software for expense reporting, as needed.
Relocation, Onboarding, and Integration Support
We offer comprehensive support to ensure a smooth transition:
- Relocation Package: This typically includes assistance with initial travel, temporary accommodation, and resources for long-term housing searches (specific details will be provided during the onboarding process).
- Settling-in Support: We provide resources for local amenities, schools for dependents, banking, and other essential services.
- Cultural Integration: We encourage participation in company social events and Employee Resource Groups (ERGs) to help you connect with colleagues and acclimate.
Your offered salary is benchmarked against market rates for similar roles in the Illinois area, considering the local cost of living.
We use data from reputable salary surveys and cost-of-living indices to ensure our offers are competitive and support a comfortable standard of living. Your relocation is a strategic investment for us, bringing in top global talent to enhance our service delivery and support our expansion.
Our onboarding program is structured and supportive:
- Pre-arrival Support: We provide necessary documents and information well in advance.
- Initial Weeks: You’ll undergo a structured orientation, meet your team, and receive an overview of company mission, values, and policies. Hands-on training on our systems and tools will be provided.
- Buddy/Mentor Program: We often assign a buddy or mentor within the team for informal support and day-to-day guidance.
- Regular Check-ins: Your manager and HR will conduct regular check-ins to ensure you have the support needed.
Immigration & Visa Sponsorship
CapitalPoint Financial is fully committed to supporting our international hires. We partner with experienced immigration legal counsel who specialize in employment-based visas.
They continuously monitor legal developments, proactively advise us on processes, and prepare robust visa petitions. While we cannot control external policies, we are dedicated to navigating the immigration process with expertise and advocating for our employees at every step to minimize disruption.
For this “specialty occupation” role, the most common work visa we sponsor in the US is the H-1B visa. We will work with your chosen visa agency and our legal counsel to determine the most appropriate visa path based on your qualifications as determined by the agency and the specific requirements of the role.
The US work visa process involves several stages, including the Labor Condition Application (LCA) and the H-1B petition with USCIS.
- LCA Processing: Approximately 7-20 business days.
- USCIS H-1B Petition (Regular Processing): This can vary significantly, often ranging from 2 to 8+ months, depending on USCIS caseloads and potential Requests for Evidence (RFEs).
- Premium Processing (Optional): If we opt for premium processing, USCIS guarantees a response within 15 business days for an additional fee, significantly expediting the petition review. We will keep you informed with regular updates throughout the entire process.
Work visa caetgories are typically granted for an initial period of up to three years and can be extended for a total of six years.
Your employment contract with CapitalPoint Financial will align with your visa validity and is renewable, subject to performance, business needs, and continued visa eligibility.
Next Steps:
At this point, we believe you’ve had the chance to carefully review this FAQ document, your conditional offer letter, and our recruitment policy. If you understand and agree with the terms, please sign and return your conditional offer letter to Tracy via tracy.dasiva@capitalpointfinancial,com. Then, prepare and submit the required documents listed below for review.
Conversely , if you wish to discontinue at this time, kindly notify the recruitment team at [email protected].
Please note: If we don’t receive a response from you within 3 days , we will assume you have chosen to discontinue, and your application will be withdrawn.
To Proceed:
1. Sign and Return Your Offer Letter
Kindly sign your conditional offer letter and send to the designated email – tracy.dasiva@capitalpointfinancial,com.
2. Submit Your Documents for Initial Review
Please prepare and send a scanned copy of the following documents:
- Copies of your academic credentials (degrees, certificates, transcripts)
- A current or most recent employment verification letter
- Relevant professional certifications or awards (if applicable)
- A clear copy of your valid passport
If you don’t have all the documents ready just yet, no problem – feel free to send what you have now, and we’ll begin our review while you gather the rest. However, please note that if, upon review, your documents do not meet our requirements or fail to adequately support your qualifications and experience, we may need to withdraw your conditional offer.
3- Visa Agency Selection
Once your documents are reviewed and approved, we will:
- Provide a list of pre-vetted immigration agencies for you to choose from.
- Guide you in selecting the one that best fits your needs.
4-Begin Visa Processing
Upon successful engaging an immigration agency and your visa eligibilty is determined, we will officially initiate your visa sponsorship, ensuring a smooth and efficient process.
If you have any further questions or need clarification about the recruitment process, feel free to email us at [email protected] or reach out to our helpdesk at +1479-662-9583
We’re excited to move forward with your application!
CapitalPoint Financial Recruitment Team
©2025 CapitalPoint Financial
General Inquiries
Contact: [email protected]
Illinois: 450 Di Paolo Center Suite B, Glenview, IL 60025
Texas: 6015 Pine Forest Rd Houston TX 77057-1431