Executive Assistant

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 coordinationAssist with client communication and follow-upSupport onboarding and administrative processesCoordinate virtual meetings and Zoom appointmentsMaintain organization of client and team informationAssist leadership with day-to-day operational tasksParticipate in team trainings and development sessionsMaintain professionalism and strong communication in all interactionsQualifications:Strong organizational and communication skillsDetail-oriented and dependableCoachable and open to learning new skillsComfortable working in a remote/virtual environmentAbility to multitask and manage time effectivelyProfessional and positive attitudeAccess to a laptop/desktop and reliable internetPrior administrative or customer service experience is a plus, but not requiredAbout 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.