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Administrative Assistant (USA Financial Services) - EST Hours | Remote

Role overview

Qualifications

  • Previous administrative experience is required
  • Excellent written and verbal communication skills
  • Highly organised and detail-oriented
  • Tech-savvy, with an interest in helping evaluate and improve tools and workflows

Responsibilities

  • Accurately capture and update data across internal systems, including QuickBooks
  • Maintain, update, and organise spreadsheets to keep deal and client information current
  • Research and recommend new software and tools to help streamline deal flow and call management
  • Assist with general reporting and ensure information is accurately reflected and easy to reference

Key facts

Other skills

  • Record Keeping
  • Spreadsheets
  • Basic Internet Skills
  • Microsoft Office
  • Microsoft Outlook
  • Communication
  • Organizational Skills
  • Detail Oriented
  • Proactivity

About the company

iSTA Solutions logo

iSTA Solutions

Outsourcing & Offshoring

Welcome to Ista Solutions, your go-to remote staffing solutions provider. We understand the challenges businesses face when managing their workflows and finding the right people to execute their vision. That's why we exist—to be your dedicated partner in growth. Here are some reasons why our services are a must-have for your business: -We provide tailor-made workflow solutions that cater to your unique business requirements, helping you streamline your operations, reduce the turnaround time, and maximize efficiency. -Our agents are skilled, experienced, and solely focused on your company. They are trained to deliver outstanding results while working closely with your team and adhering to your company's culture. -We leverage our global resources to provide comprehensive support for your business, including technical assistance, billing services, and recruitment. This way, you can focus on growing your business while we take care of the back-end operations. At Ista Solutions, we believe in the power of building strong relationships with our clients. We strive to be your long-term partner in success, providing ongoing support and guidance to help you navigate through any challenges that may arise. We understand the importance of transparency and honesty in business. That's why we pride ourselves on being open, ethical, and straightforward in all our client interactions. Without Ista, healthcare companies commonly face: -Overburdened workforce -Increased demand for productivity -The need to reduce operational costs -The lack of specialized expertise in-house -Difficulty finding reliable remote staff We know that these problems can have a big effect on the growth and success of your business, which is why we're here to offer you complete remote staffing solutions. Whether you need customer service support, technical assistance, or a team of virtual assistants, we have the expertise to help you achieve your business goals.

Company details

Company typeLarge
IndustryOutsourcing & Offshoring
Company size1001 - 5000

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Job description

ISTA Personnel Solutions South Africa is a dynamic and fast-growing BPO company based in South Africa, specializing in providing top-tier operational support to US-based companies. We are not a recruitment agency. We are a dedicated extension of our clients' teams, delivering high-quality service with precision, efficiency, and a personal touch. 

We are recruiting on behalf of a U.S.-based Cash Advance Brokerage. This organisation supports business owners in accessing tailored financing solutions, and they are looking to grow their team to keep pace with deal flow.

About the Role

We are looking for a full-time Administrative Assistant to join the client's team, providing dedicated support to help keep deals, data, and daily operations running smoothly. This is a varied, hands-on role that will flex around the needs of the business, so no two days will look exactly the same.

You'll be responsible for accurate data entry and record-keeping, maintaining spreadsheets, and helping the team explore better tools and workflows to manage deal flow more efficiently. If you're proactive, tech-savvy, and the type of person who can take a task and run with it, this role is for you.

Please Note:

  • Working Hours: Monday – Friday | 9:00 AM – 6:00 PM EST (3:00 PM – 12:00 AM South African time – subject to daylight savings).
  • Public Holidays: This role requires working on both South African and U.S. public holidays (compensation for SA public holidays in accordance with the BCEA).
  • Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and wired Ethernet capability is mandatory. Applicants without a fixed fibre line cannot be considered.
  • Power Backup: Reliable backup required to manage load shedding or outages. Applicants without a power backup cannot be considered.
  • Work Environment: Fully remote.

Job Responsibilities (not limited to):

  • Accurately capture and update data across internal systems, including QuickBooks.
  • Maintain, update, and organise spreadsheets to keep deal and client information current.
  • Research and recommend new software and tools to help streamline deal flow and call management.
  • Support the team in evaluating and transitioning to improved workflow tools as needed.
  • Assist with general reporting and ensure information is accurately reflected and easy to reference.
  • Take on ad hoc administrative tasks as they arise, adapting to the day-to-day needs of the business.
  • Work independently and proactively, identifying tasks that need attention without waiting to be asked.

Requirements

Industry Experience:

  • Previous administrative experience is required.
  • Experience within the financial industry would be advantageous, but not mandatory.

Soft Skills (Essential):

  • Excellent written and verbal communication skills.
  • Highly organised and detail-oriented.
  • Proactive self-starter who can take ownership of a task and run with it.

Technical Skills:

  • Tech-savvy, with an interest in helping evaluate and improve tools and workflows.
  • Comfortable working with reports and reporting tools.
  • Basic computer skills and navigation, including MS Office and Outlook (no specific Excel skills required).

If you are not contacted within 14 working days, please consider your application unsuccessful.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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