Alex Zygmont
Client Service Administrator
Alexandra Zygmont joined The Virtus Group in August 2020, bringing four years of experience as a staff accountant and several additional years in customer service. She earned her bachelor’s degree in Accounting from UMass Dartmouth in 2016.
At The Virtus Group, Alex coordinates and manages client account documentation and ongoing maintenance. She works closely with the advisor team to prepare client reports and ensure client information remains accurate and up to date. Her responsibilities include opening retirement and non-retirement accounts, processing account transfers and money movement requests, updating beneficiary designations, and assisting with a wide range of account service needs. Alex also manages payroll, oversees office operations, and helps keep the office running efficiently day to day.
In 2026, Alex became licensed in Massachusetts and Rhode Island for Life, Health, Accident, and Sickness Insurance, expanding her ability to support clients with their insurance needs.
Known for her reliability, attention to detail, and warm personality, Alex is a friendly and dependable point of contact for clients and vendors alike. Outside of work, she enjoys spending time with family and friends, taking walks with her dog, and making memories with her daughter.