Remote Administrative Assistant - Faith-Based RIA

Who We Are :

Stewardship Investments is a faith based financial services company focused on serving families that are doing well financially and seeking to use their wealth to care for their families and make an eternal impact.

Our desire is to build the Kingdom of God using biblically responsible financial planning tools in a close knit, remote, team environment.

Our clients are often drawn to us because of our affiliation with Dave Ramsey and Kingdom Advisors. We all work from home.

We always have been a virtual company.

What We Are Looking For :

We are looking for a team member to work 20-30 hours a week who wants to be part of a dynamic group of high performing professionals who share a desire to provide effective financial planning services with a focus on Christian values.

Your primary job will be ensuring that every client who contacts our office feels like they are our only client and that we will do most anything to make their life more significant.

When not helping clients, your time will be spent supporting your teammates by completing an assortment of tasks and responsibilities that require attention to detail and an ability to find solutions to potentially challenging assignments.

Most importantly, we are looking for someone with a great attitude who desires to work remotely and serve clients as much as we do.

How You Work :

• You desire to work in a faith-based business and support biblical principles
• You are a great communicator whether as written, email, presentations, phone and in person. People enjoy engaging with you
• You make things happen. When you say it’s taken care of, it is
• You’re hungry to learn and want to grow in the financial planning process
• You want to provide direct support to a growing number of clients
• You’re self-aware of what you know, and what you don’t know, and are great at bringing in other people to round out your personal expertise

Areas Where You Shine :

• You’re a creative thinker and "do-er," and look for opportunities to suggest and take the lead on making improvements, whether small or large
• You love interacting with people and helping them be successful in their plans and endeavors
• You’re excited to work with a small, agile, fast-moving team. We’re looking for somebody who is a self-starter, works really well independently, but also knows when and how to effectively loop in other team members for input, guidance, collaboration, and sign off.

Our team works virtually

What You Will Do :

• Schedule and confirm appointments, ensuring all meetings and events are well-coordinated
• Manage mass mailings, ensuring timely and accurate distribution of information
• Write and send personalized birthday cards to clients, adding a personal touch to our communications
• Assist with preparing files for review meetings, ensuring all documents are properly formatted and accessible
• Monitor the phone system and direct callers to the right department
• Assist with company’s social media platforms
• Assist with monthly newsletter development

What You Will Bring :

• Associate’s degree (Bachelor’s preferred) and / or one year of administrative experience
• Excellent verbal and written communication skills
• Proficient with computers and Microsoft Office Suite
• Self-motivated and disciplined with the ability to work independently and remotely while maintaining high standards of productivity and professionalism
• Fingerprint Background Check required per FINRA (you must have good credit)
• Strong attention to detail and organization skills
• Ability to work with minimum supervision
• Excellent organizational skills with prioritizing daily workload
• Ability to work independently, take initiative, be responsible and take ownership
• Ability to work in a high pace, business environment without losing focus, productivity, or customer service
• Ability to perform all tasks and roles in a virtual, work from home, environment without distractions
• Ability to work in and manage high levels of confidentiality
• Generally receive no instructions on routine assignments while under limited supervision
• Receive general instructions on new work, which is generally reviewed upon completion
• Ability to work well under deadline pressure and handle multiple assignments concurrently
• Take initiative, work independently with little guidance, and work cohesively with a team
• Must have reliable internet access and cell phone

What We Offer :

• Flexible remote work environment with opportunities for professional growth and development
• Technology such as computer, scanner, printer and headset will be provided
• Access to industry-leading technology platforms and resources to support efficient service delivery and collaboration
• Supportive team culture rooted in shared values of faith, stewardship, and service excellence
• Meaningful work that aligns with personal and professional values

Please submit your resume and cover letter outlining your qualifications, relevant experience, and motivation for joining our team.

We look forward to reviewing your application and exploring the possibility of welcoming you to our growing organization dedicated to ethical and faith-based financial stewardship.

Stewardship Investments, Inc. is an equal opportunity employer committed to diversity, equity, and inclusion. We celebrate the unique perspectives and talents of each team member and believe that diversity enriches our collective experience and strengthens our ability to serve clients effectively.