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Business Administrative Coordinator

WealthX Financial Solutions
Full Timemid
CAPosted 4 days ago

Role Overview

WealthX Financial Solutions is hiring a mid-level Business Administrative Coordinator. This is a full-time role in CA. posted 4 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

About the job

Business Administrative Coordinator

Company: WealthX Financial Solutions

Location: Remote

Work Hours: Pacific Time Zone

Employment Type: Contractor

Compensation: INR 40,000 – INR 50,000 per month, based on experience and fit

We are looking for a reliable, organized, analytical, and proactive individual to support the day-to-day operations of a group of companies involved in real estate, financial services, mortgages, investments, and general business operations.

This is a remote contractor role working closely with business owners. The role involves administrative support, client management, application preparation, calendar management, monthly reporting, client/vendor communication, coordination with accounting and supporting teams, business analysis, and ad hoc operational support.

This opportunity is suitable for candidates with some prior experience in administration, operations, reporting, financial services, real estate, mortgages, bookkeeping, accounting coordination, or executive support, who will be given higher priority.

The right candidate must be organized, dependable, comfortable working with data and numbers, able to communicate clearly in English, and willing to learn about the real estate and financial services industries at a high level.

Keys to the role:

  • Analytical and logical thinking
  • Strong communication
  • Google Workspace proficiency
  • Document and folder organization
  • Calendar and task management
  • Reporting and business analysis
  • Application and form completion
  • Ability to use AI and productivity tools effectively
  • Willingness to learn

Responsibilities

  • Support day-to-day administrative and business operations across real estate, financial services, mortgages, investments, and related business activities.
  • Prepare, organize, and maintain business documents, applications, reports, trackers, client/vendor files, and Google Drive folders.
  • Complete and assist with applications, forms, client files, lender/vendor documents, internal paperwork, and other business documents.
  • Prepare monthly reports, business summaries, trackers, and updates for business owners.
  • Perform detailed spreadsheet-based analysis to review numbers, identify inconsistencies, track trends, summarize findings, and support business decisions.
  • Manage calendars, schedule meetings, track key dates, coordinate follow-ups, and help ensure deadlines are met.
  • Communicate professionally with clients, vendors, employers, lenders, partners, accounting teams, supporting teams, and internal team members through email, text, and occasional phone calls.
  • Coordinate with accounting and supporting teams to collect documents, clarify information, follow up on pending items, and support reporting requirements.
  • Use Google Workspace tools and available AI/productivity tools responsibly to improve research, writing, organization, analysis, reporting, and task completion.
  • Support business owners with ad hoc tasks, research, documentation, analysis, coordination, reporting, and operational support as required.
  • Build a high-level understanding of real estate, mortgages, financial services, and business operations to better support the team over time.

Requirements

  • Basic degree required.
  • Strong written and verbal English communication skills.
  • Comfortable communicating professionally with clients, vendors, employers, accounting teams, supporting teams, and business contacts.
  • Strong analytical and logical thinking ability.
  • Comfortable working with spreadsheets, reports, numbers, business data, documents, and analysis.
  • Good working knowledge of Google Workspace, including Gmail, Google Drive, Google Sheets, Google Docs, and Google Calendar.
  • Strong folder organization and document management skills.
  • Ability to manage calendars, schedule meetings, track deadlines, and coordinate follow-ups.
  • Ability to carefully follow instructions, ask clear questions when needed, and complete tasks accurately.
  • Comfortable completing forms, applications, business documents, trackers, reports, and summaries.
  • Reliable, responsive, and able to manage multiple tasks and deadlines.
  • Willingness to learn about real estate, financial services, and business administration.
  • Comfortable learning and using available AI and productivity tools, such as ChatGPT or similar platforms, to improve work quality and efficiency.
  • Ability to handle confidential business and client information professionally.
  • Hiring will be subject to reference checks and background/security checks.

Experience

Entry-level candidates are welcome to apply.

Prior experience in administration, operations, reporting, client support, executive assistance, financial services, mortgages, bookkeeping, accounting coordination, real estate, or business support will be considered an asset and given higher priority.

Assets:

  • Previous experience working with business owners, entrepreneurs, executives, or directors.
  • Experience preparing reports, trackers, summaries, spreadsheets, or business analysis.
  • Experience coordinating with accountants, bookkeepers, vendors, lenders, or other professional support teams.
  • Experience with CRM systems, document collection, client files, or financial applications.
  • Ability to identify what needs to be done next without waiting for constant instructions.

Ideal candidate:

The ideal candidate is someone who is dependable, organized, proactive, analytical, and eager to learn. We are looking for someone who can think beyond basic instructions, follow up without constant reminders, communicate clearly, organize information properly, manage calendars and deadlines, analyze information, and help keep business operations moving smoothly.

This role is a good fit for someone who enjoys supporting business owners, working with documents and spreadsheets, preparing reports, communicating with people, solving problems logically, coordinating with multiple teams, and learning about real estate and financial services.

How to apply

If you are interested, please apply with your resume and a short note explaining why you would be a good fit for this role.

Candidates who demonstrate strong organization, clear English communication, analytical thinking, reliability, and a proactive attitude will be prioritized.

About WealthX Financial Solutions

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WealthX Financial Solutions

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Frequently Asked Questions

How do I apply for the Business Administrative Coordinator position at WealthX Financial Solutions?

Use the Apply button above to submit your application directly to WealthX Financial Solutions. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Business Administrative Coordinator position at WealthX Financial Solutions located?

This position is based in CA. WealthX Financial Solutions has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Business Administrative Coordinator at WealthX Financial Solutions earn?

WealthX Financial Solutions has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Business Administrative Coordinator role at WealthX Financial Solutions posted?

This role was posted on July 9, 2026 (4 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

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