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 a career that offers mentorship with opportunities for advancement? If you are a detailed professional that is results driven, this is the career 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- 30 hours per week.
Responsibilities :
- Client relationship management
- Record keeping
- Client communication and interaction- email, phone, mail and in person
- Application support, service requests and follow up as necessary
- Draft reports, illustrations, and other client related documents
- Team collaboration on daily, weekly, and quarterly tasks
- Marketing for client seminars, client appreciation events
- Compliance- follow policies and procedures
- Technology- Microsoft Office Suites
- New business processing to a high degree of accuracy
Requirements :
Preferred :
Benefits :
