What are the responsibilities and job description for the Part-Time Administrative Assistant position at Equitable Advisors?
Position Overview :
The Part-Time Administrative Assistant will play a crucial role in supporting our day-to-day operations. You will assist with client communication, carrier follow-ups, and maintaining accurate records, ensuring smooth workflows and excellent service delivery.
Key Responsibilities :
- Call clients to schedule review appointments.
- Contact companies and carriers to check the status of paperwork or accounts.
- Update and maintain client and task lists, primarily using Excel.
- Support the team with additional administrative tasks as needed.
Qualifications :
Benefits :
Previous experience in financial services industry is a plus.
10 to 25 hours per week.
