We are seeking a motivated and detail-oriented Executive Assistant to support our growing financial services team. This role involves assisting with scheduling, client communication, onboarding coordination, and day-to-day operational support in a fast-paced and growth-oriented environment. This is a flexible remote opportunity ideal for individuals who are organized, dependable, and enjoy working with people. No prior experience in financial services is required, we provide structured training, mentorship, and ongoing support. This opportunity is best suited for individuals looking for long-term personal and professional growth while working alongside a supportive leadership team. You must live in the United States to join our team. Responsibilities: • Manage scheduling and calendar coordination • Assist with client communication and follow-up • Support onboarding and administrative processes • Coordinate virtual meetings and Zoom appointments • Maintain organization of client and team information • Assist leadership with day-to-day operational tasks • Participate in team trainings and development sessions • Maintain professionalism and strong communication in all interactions Qualifications: • Strong organizational and communication skills • Detail-oriented and dependable • Coachable and open to learning new skills • Comfortable working in a remote/virtual environment • Ability to multitask and manage time effectively • Professional and positive attitude • Access to a laptop/desktop and reliable internet • Prior administrative or customer service experience is a plus, but not required Compensation: $55,000 - $80,000 yearly

• Manage scheduling and calendar coordination • Assist with client communication and follow-up • Support onboarding and administrative processes • Coordinate virtual meetings and Zoom appointments • Maintain organization of client and team information • Assist leadership with day-to-day operational tasks • Participate in team trainings and development sessions • Maintain professionalism and strong communication in all interactions