Client Services Associate opening - Administrative Assistant – Financial Services (Contract) Remote (Based out of Chicago – CST Hours) Monday–Friday | 8:00 AM – 5:00 PM CST $22/hour | Indefinite Contract Full Time, Temp to Hire About the Role We are seeking a detail-oriented Administrative Assistant with experience in the financial or insurance industry to support a busy financial advisor practice. This role will focus on client service, account support, and administrative coordination within sectors such as securities brokerages, investment advisory firms, banking, and insurance. Key Responsibilities Administrative Support - Manage calendars, schedule meetings, and handle incoming calls - Maintain client case files, including investment documents and account forms - Process dictations, emails, and correspondence - Perform document management tasks (scanning, eFiling, photocopying Client & Service Support - Prepare proposals and materials for client/prospect meetings - Process client service requests (address changes, banking updates, online access, etc.) - Coordinate with home office to obtain or provide account information - Prepare letters of instruction (transfers, beneficiary updates, etc.) - Track and maintain the financial advisor’s book of business - Follow up with clients on forms, missing information, and meeting scheduling - Review applications for completeness and accuracy Qualifications - Previous experience in financial services or insurance industry required - Seeking similar experience from securities brokerages, investment advisory firms, banks, and insurance companies - Familiarity with brokerages, investment firms, banking, or insurance environments - Strong attention to detail and organizational skills - Excellent communication skills (written and verbal) - Ability to manage confidential information with professionalism - Comfortable working in a fast-paced, client-focused environment Additional Requirements - Must be able to successfully complete: - Criminal background check - Fingerprinting - Credit check Why Apply? - 100% remote opportunity with a stable, long-term contract - Gain experience supporting financial professionals in a client-facing environment - Consistent weekday schedule (no weekends)

• Analyze historical and current financial data to assess performance and understand key business drivers • Monitor actual results against budget and forecast, identifying and explaining key variances and trends • Support monthly and quarterly forecasting processes, including data collection, validation, and consolidation • Build, maintain, and enhance financial models to support forecasting and business decision-making • Prepare recurring and ad hoc financial reports and presentations for management review • Assist in the development, tracking, and analysis of key performance indicators (KPIs) and benchmarks • Analyze financial and operational processes to identify risks, trends, and opportunities for improvement • Support operating and capital expenditure tracking and related financial reporting • Work with financial systems, databases, and data warehouses to extract, validate, and transform data • Partner with senior FP&A team members and cross-functional stakeholders to support planning and analysis initiatives • Contribute to the continuous improvement and automation of financial reporting and planning tools

Role Description Are you prepared to lead enterprise strategy at the intersection of mission impact, financial stewardship, and operational excellence? Do you bring the judgment and perspective to navigate complex environments where finance, investments, and operations must align to enable long term sustainability? National 4-H Council is seeking a Chief Financial Officer to lead enterprise wide financial strategy, strengthen organizational infrastructure, and serve as a trusted advisor to the CEO and Board in advancing mission impact across the nation. As the Chief Financial Officer, you will play a pivotal role in shaping the financial, operational, and investment foundation of the organization by leading enterprise finance, accounting, investments, and business operations. You will steward financial strategy and planning, oversee a portfolio of approximately 100 million dollars in investments, ensure strong accounting controls and reporting, and build scalable systems that enable clarity, accountability, and performance across a distributed national organization. Join us in strengthening the financial and operational foundation that powers the 4-H mission and ensures even more young people have access to the experiences, mentorship, and opportunities that prepare them to be Beyond Ready for the future. Qualifications - Bachelor’s degree in accounting, finance, or business administration or equivalent experience required; advanced degree and CPA strongly preferred - 15+ years of progressive finance leadership experience, including senior enterprise roles such as CFO, SVP of Finance (Enterprise of Corporate), or equivalent leadership positions with organization-wide scope and accountability - Experience leading both finance and operational functions in a complex organization - Experience with investment oversight, endowments, or institutional asset management preferred - Strong understanding of nonprofit funding models, grants, and regulatory environments preferred - Track record of building scalable systems, processes, and teams - Advanced financial modeling and analytical capabilities Requirements - Enterprise-wide leadership of finance, accounting, and business operations, including procurement, contracts management, and facilities - Stewardship of approximately $100M investment portfolio and quasi-endowment - Leadership of a multidisciplinary team supporting a national organization - Board-level engagement on financial strategy, governance, risk, and investment oversight - Direct engagement with the Board and key committees on finance, audit, and investment matters Benefits - Competitive executive compensation aligned with nonprofit benchmarks - Eligibility to participate in a 403(b) retirement plan and 457 deferred compensation plan - Flexible, remote-first work environment with periodic in-person engagement Company Description National 4-H Council, 4-H’s private sector nonprofit partner, builds public-private partnerships and provides resources and leadership development opportunities that expand the reach and impact of 4-H. With the Beyond Ready Initiative, 4-H has the potential to reach 10 million young people annually to help them lead healthy, productive, and engaged lives.

• Manage and maintain high volumes of commission-related data inputs, including participant information, credit rules, SPIFFs, and manual exceptions, ensuring proper approvals are obtained when required. • Perform end-to-end review of commission processes, including commission calculations, customization, and system integrations. • Generate and distribute monthly commission statements to sales representatives using the commission management software. • Calculate and process commission payments in alignment with monthly payroll deadlines. • Collaborate closely with Revenue Operations, Sales Leadership, and Finance teams to ensure commission data accuracy and integrity. • Address and resolve commission-related inquiries and dispute tickets in a timely manner. • Provide training and ongoing support to sales team members regarding the commission program and related tools. • Conduct variance analysis to identify discrepancies and ensure commission accuracy. • Generate, validate, and post monthly commission accruals in NetSuite within established timelines. • Identify opportunities to streamline commission processes and recommend improvements to enhance efficiency and scalability.