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. 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 Compensation: $55,000 - $80,000

• 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