Administrative Assistant - Legal and Financial Services

Campaign: Financial Services / Compliance Support
Work Schedule: Monday to Friday 
Work Setup: Remote

Role Overview

We are seeking a highly organized, detail-oriented Administrative Assistant with experience supporting legal and financial operations. In this role, you will assist with compliance-related tasks, documentation, client coordination, and internal process management.

This is a fast-paced, high-accountability role ideal for someone proactive, process-driven, and comfortable working alongside compliance managers, attorneys, and financial teams.

Key Responsibilities

• Provide administrative support for legal and financial processes
• Assist in compliance tracking, documentation, and audits
• Manage client records, contracts, and submissions to regulatory bodies
• Coordinate with internal teams, attorneys, and compliance managers
• Monitor deadlines, licensing requirements, and required filings
• Maintain and update CRM systems with accurate data
• Identify gaps in processes and recommend improvements
• Support reporting and documentation for internal and external use

Qualifications

• Experience in legal, financial, or compliance-related roles
• Strong attention to detail and process-driven mindset
• Experience with CRM systems and documentation tracking
• Ability to manage multiple priorities in a fast-paced environment
• Comfortable working with legal/compliance teams
• Strong written and verbal communication skills
• Self-motivated and able to work independently

What We’re Looking For

• Full commitment (no side businesses or conflicting roles)
• Proactive and solutions-oriented mindset
• Strong organizational and time management skills
• High level of accountability in a remote setup
• Ability to anticipate needs and act without constant supervision

Nice to Have

• Experience with licensing (NMLS is a plus)
• Background in audits, compliance checks, or regulatory submissions
• Experience supporting US-based clients or accounts

Technical Requirements

• At least i5 or Ryzen 5
• 16GB RAM, Windows 11 Home/Pro, and additional monitor
• Working noise-cancelling headset and web camera.