Hiring: Full-Time Financial Admin Assistant - Remote - $9k-$12k/yr
WeAssist:(Not your average Recruiting Firm…)
Started by Reef Colman just four years ago, is not your typical staffing agency...
We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 80 people. We help US businesses find skilled remote workers and connect these workers with good employers.
What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!
About the company we are hiring for:
Our client is a boutique business funding firm that brings a fresh approach to helping modern-day business owners secure 6- and 7-figure funding—without any upfront costs. With deep industry expertise and a proven track record of funding over 100 clients, they specialize in innovative financial solutions that make a real impact. Nestled on 6 acres of scenic land in Hawaii, this firm offers more than just business support; it’s a partner in growth.
If you're looking to join a team that feels like family and values both collaboration and long-term client relationships, this is the place for you! 🌟
Company Culture and Core Values:
Our client’s team thrives in a fast-paced environment, embracing a close-knit, family-like culture where collaboration and long-term success are key. It’s a place where everyone works hard and helps each other, all while keeping a personal touch with clients.
Here are the core values that drive everything they do:
- ✅Customer-First Focus – Always prioritize the client's needs.
- ✅Consultative Expertise – Provide tailored advice for every situation.
- ✅Innovative Solutions – Craft funding strategies that make a difference.
- ✅Relationship Building – Foster long-term partnerships, not just transactions.
- ✅Work with Joy – Have fun while delivering excellent service!
Together, these values create a supportive and rewarding environment where personal growth and team success go hand in hand.
Why are they hiring? 🏢
Our client is on the lookout for a Financial Admin Assistant who can bring order to the chaos of a busy calendar and keep the wheels of two thriving businesses turning smoothly. This role is all about streamlining processes, from organizing meetings to efficiently managing financial documents, ensuring clients receive their funding faster and can focus on growing their dreams. You'll play a vital part in facilitating communication and follow-ups that make a real difference across both businesses. If you thrive in a fast-paced environment and love helping others succeed, this is your chance to shine and be part of something impactful! ✨
What’s in it for you? 😏
Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:
- 🌱 Growth Opportunity – Join a company where fulfilling work makes time fly, surrounded by seasoned professionals with over a decade of experience!
- 🌊 Work-Life Balance – Enjoy a supportive environment that values your personal time while keeping the pace exciting.
- 🤝 Family-Like Culture – Be part of a close-knit team that fosters collaboration and helps each other succeed.
- 🎉 Have Fun at Work – Experience a workplace where enjoying your job is just as important as delivering results!
- 💡 Empowered to Innovate – Bring your ideas to the table and play a key role in crafting impactful financial solutions.
This opportunity is ideal for someone ready to spread their wings, thrive in a dynamic environment, and make a meaningful impact on our client’s journey to success!
Your responsibilities include:
- Meeting Support:
- Schedule and confirm appointments with clients and team members
- Attend meetings to gain insights and understand the dynamics of client interactions
- Document key takeaways and action items during meetings for follow-up and accountability
- Create organized agendas to enhance meeting productivity
- Assign tasks to team members as necessary to streamline workflows and enhance team collaboration
- Calendar Management:
- Reach out to clients who have submitted applications but have not yet booked appointments to encourage engagement
- Conduct follow-ups via phone calls and emails to ensure timely appointments and responses
- Data Entry and Document Retrieval:
- Ensure all necessary documentation is collected from clients to facilitate funding processes
- Chase clients for any outstanding documents that have not been provided yet to maintain project timelines
- Accurately input data and documentation into the relevant systems, including Microsoft Office, Google Suite, and Excel
- Manage updates and entries in the CRM system, preferably GoHighLevel, to keep client information current and accessible
- Administrative Tasks:
- Client Outreach:
- Engage in outreach efforts to maintain communication with clients and ensure a smooth workflow
- Coordinate follow-ups for setting meetings and gathering necessary data for client funding
- File Preparation:
- Organize and prepare documentation for client funding requests, ensuring timely submissions to billing specialists and team members
- Outbound Outreach (nice-to-have)
- Reach out to new businesses to schedule meetings
- Follow the provided scripts for effective communication
- Conduct initial conversations to gather information for appointment-setting
Perks:
- 13th Month Bonus (Wild right?! 🤯)
- Permanent work-from-home / remote set-up 🌴
- Health insurance 👨⚕️
- Dental insurance 🪥
- Mental health insurance 🧠
- Great starting salary 💰
- Growth opportunity 📈
- Performance-based raises 💸
- Prizes and bonuses 🏆
Specifics:
- Time
- Full-time, EST time zone
- This is a remote position so you can have the freedom to work from anywhere
- Miscellaneous
- Attire - business casual when in meetings
- Professional setup (Pains me I actually need to write this down… 👀)
- Clean background
- Good camera
- Good microphone
- Strong wifi
- Tech Stack
- MS Excel
- MS Word
- Google Docs
- CRM Softwares
- Accounting Platforms (Quickbooks, Xero, etc)
- Compensation
