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

About ISTA Personnel Solutions

ISTA Personnel Solutions   is a dynamic and fast-growing BPO company. We are   not a recruitment agency . We partner with international U.S. clients and integrate our staff members directly within our clients’ operations. We focus on long-term placements where you become an integral part of the client’s team.

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.

Role Summary and Responsibilities

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.

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.

Desired Experience & Requirements

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).

Work Schedule & Remote Working Requirements

• 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.

Important Information

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