Exciting Opportunity: Financial Processing and Executive Support Assistant (Evolving to R&D Tax Credit Processing Assistant)

Join the Growth Journey at Big Life Financial!

We're on an upward trajectory at Big Life Financial, empowering businesses with innovative financial solutions like R&D tax credits to fuel their success. As we scale, we're thrilled to add two dynamic Financial Processing and Executive Support Assistants to our team. This role starts with setting the stage for meaningful client connections and evolves into a hands-on R&D Tax Credit Processing Assistant position, where you'll dive deeper into tax credit workflows and client support. If you're passionate about finance, thrive in a fast-paced environment, and love building relationships, this is your chance to grow with a forward-thinking company!

What You'll Do

As a Financial Processing and Executive Support Assistant, you'll be the first point of contact, scheduling consultations and nurturing leads to help businesses unlock their potential. As the role expands, you'll transition into assisting with R&D tax credit processing, ensuring smooth operations and client satisfaction. Key responsibilities include:

Scheduling and managing calendars for client consultations and executive meetings.
Responding to client inquiries via email and following up on key milestones in their journey.
Drafting professional correspondence in our project management platform (requires strong writing skills).
Handling invoicing, payments, and IRS communication follow-ups with precision.
Qualifying leads and setting appointments to connect businesses with our R&D tax credit experts.
Assisting in R&D tax credit processing tasks, such as document review, data entry, and compliance checks, as you grow into the role.
Maintaining impeccable attention to detail in all interactions and processes.

We use tools like Microsoft Office suite, Zoom, Toggl, Go High Level, Canva, ShareFile, Dropbox, and Asana to keep things efficient and collaborative.

Who We're Looking For

The ideal candidates are eager learners with a keen eye for detail, exceptional communication and customer service skills, and a foundation of reliability and honesty. Bonus points if you have:

Interest in the business/finance industry, especially R&D tax credits, and a passion for personal development.
Experience in appointment setting, sales support, or administrative roles (entry-level welcome with the right attitude!).
Above-average writing abilities for clear, professional client communications.
Comfort with remote work and tech-savvy enough to pick up our tools quickly.

This is a fully remote 1099 contractor position, starting at around 20 hours per week with plenty of room to expand as our business grows. Must be based in the US. We prefer availability for about 4 hours daily, Monday-Friday, between 10 AM and 5 PM Mountain Time. We're hiring ASAP for the right fits—could that be you?

Why Big Life Financial?

Growth Potential: Start as a Financial Processing and Executive Support Assistant and evolve into an R&D Tax Credit Processing Assistant, with opportunities to scale your hours and responsibilities.
Impactful Work: Help businesses claim valuable tax credits that drive innovation and growth.
Supportive Culture: Join a team that's all about collaboration, learning, and celebrating wins in a remote-first environment.
Flexibility: Work from anywhere in the US, with the stability of a scaling company.
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How to Apply

We're excited to hear from you! As part of our screening process, please:

Watch any video from our YouTube channel: https://www.youtube.com/channel/UCizOCPJqijbE1y2o2ANSCag/videos.
Write a short paragraph (or two) sharing your thoughts on the content—what resonated with you?
Send your honest video thoughts via DM through ZipRecruiter.

We'll reach out to top candidates for next steps. Don't miss this chance to be part of something big—apply today!

Big Life Financial

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Financial Processing and Executive Support Assistant - Fully Remote