What are the responsibilities and job description for the Administrative Assistant position at Equitable Advisors?
At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.
Are you an administrative professional who enjoys collaborating on a team with other professionals? Are you looking for an opportunity that offers mentorship with the potential for advancement? If you are a detailed professional that is results driven, this is the opportunity for you! Equitable Advisors is looking for a team member to work closely on key items that support daily practice operations on a part-time basis, 20 hours per week.
Responsibilities :
Client relationship management including recordkeeping
Client communication and scheduling- email, phone, mail, and in-person
Draft reports, illustrations, and other client related documents
Collaboration on daily, weekly, and quarterly tasks
Marketing for client seminars and client appreciation events
Requirements :
Dependable, organized with the ability to multi-task while prioritizing projects
Positive and friendly with strong customer service skills
Flexibility to pivot priorities or schedules throughout the day
Proactive problem solver with critical thinking skills
Excellent written and verbal communication skills
Working knowledge of Microsoft Office Suites with the ability to learn new technology quickly
Preferred :
Experience and knowledge of financial services industry’s rules and regulations
Benefits :
- Competitive comp package
- Bonus opportunity
