Administrative Support Specialist

As an Administrative Support Specialist, you’ll be the backbone of our day-to-day operations—keeping the office organized, communication flowing, and tasks moving forward. This role is ideal for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in being the person who keeps everything (and everyone) on track.

You’ll work closely with leadership and the team to support scheduling, client communication, documentation, and internal coordination. We’re looking for someone who is highly organized, extremely detail-oriented, and also knows how to execute and get things done without constant supervision.

To serve the needs of hard‑working individuals striving to achieve financial security and freedom through education and our innovative, personalized strategy that sets us apart.

Empowering individuals with personalized financial solutions that align with their values and aspirations, enabling them to achieve lasting financial freedom and peace of mind.

At the heart of our company are core values that guide everything we do. We lead with knowledge
, believing that education unlocks better financial decisions. We act with integrity
, ensuring every choice is made with honesty and care. We thrive on collaboration
, knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can‑do attitude to every situation, facing obstacles with creativity and determination. Above all, we’re fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support.

• Please Note:
  
  Accountability and measurable results are core to our company. High standards and feedback are part of our environment.

Learn more about our unique strategy:

-Read Everybody Ends Up Poor:  
-Read The Lost Science of Compound Interest:  
-Watch:

• Full Time Position that requires onsite presence. Pay Range: $18-22/hr.

• Excellent verbal and written communication skills with a warm, professional demeanor.
• Detail‑oriented with excellent organizational and multitasking abilities.
• Working confidently with numbers, calculations, and data accuracy.
• A proactive, “can‑do” attitude with a willingness to support team members and jump into tasks as needed.
• Confidence in using Google Workspace (Docs, Sheets, Calendar, Gmail, Meet) and the ability to adapt quickly to new tools like CRMs and scheduling systems.
• Comfortable navigating Excel or Google Sheets (basic formulas, sorting/filtering data, etc.).
• Dependable and punctual, with a strong sense of accountability.
• Ability to maintain confidentiality and handle sensitive information with discretion and confidentiality.
• Self‑motivated with a proactive mindset toward improving day‑to‑day operations.
• A customer‑first mindset and passion for creating a positive client experience.

• Highly organized, detail‑oriented, and naturally structured.
• A true “get it done” person who takes initiative and follows through.
• Friendly and professional with strong written and verbal communication.
• Comfortable juggling multiple priorities without dropping the ball.
• Resourceful and adaptable—able to jump into new systems and tasks quickly.
• Dependable, punctual, and accountable.
• Discreet and trustworthy with confidential and sensitive information.
• Client‑focused and passionate about creating a positive experience.
• Comfortable working with numbers and basic math (accuracy matters in this role).

Salary Description $18 - $22 Hourly