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 CompanyWe 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.
