We are seeking a reliable and detail-oriented Administrative Assistant to support our growing financial services team. This is a flexible, remote opportunity ideal for individuals looking to build additional income, develop professional skills, and work in a supportive team environment.

In this role, you will assist with client coordination, scheduling, and general administrative support while learning the fundamentals of financial services. No prior experience is required; we provide structured training and mentorship.

This position offers performance-based income with long-term growth potential and advancement opportunities for individuals who are motivated and coachable.

You must live in the United States to join our team.

Compensation:

$55,000 - $80,000

Responsibilities:

Schedule and confirm client appointments
Assist with client follow-ups and communication
Organize and manage basic client information
Support onboarding and administrative processes
Attend team trainings and development sessions
Assist in coordinating virtual meetings via Zoom
Maintain professionalism in all client interactions
Learn and apply basic financial concepts through training

Qualifications:

Strong communication and interpersonal skills
Organized and detail-oriented
Self-motivated with a positive attitude
Coachable and open to learning new skills
Comfortable using Zoom and basic technology
Must have access to a laptop/desktop and reliable internet
Ability to manage time independently in a remote setting
Prior administrative or customer service experience is a plus, but not required

About Company

We are focused on helping families and small business owners build financial security through education, protection, and long-term planning. Our mission is to ensure that no families are left behind when it comes to financial literacy and access to quality financial solutions.

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Administrative Assistant