Administrative Assistant - Equitable : Job Details

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:

· 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
• Paid vacation and holidays
• Bonus opportunity