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Administrative Coordinator

1 month ago

Wellesley, Massachusetts, United States Equitable Advisors LLC Full time
About the Role

We are seeking an Administrative Assistant to join our team at Equitable Advisors LLC. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office.

Responsibilities
  • Provide administrative support to our financial professionals, including scheduling appointments and managing paperwork.
  • Assist with client onboarding and maintenance, ensuring accurate and timely completion of tasks.
  • Develop and maintain organized systems for tracking client information and communication.
  • Utilize remote work technology solutions to enhance productivity and efficiency.
Qualifications

We are looking for a detail-oriented and proactive individual with strong organizational skills. Prior experience in administrative roles is preferred, but not required.

Candidates should possess a strong work ethic, excellent communication skills, and the ability to work effectively in a team environment.

About Us

Equitable Advisors LLC is a respected wealth management firm dedicated to helping our clients achieve their financial goals. We value diversity, equity, and inclusion, and strive to create a workplace that is welcoming and inclusive for all.

We offer a comprehensive benefits package, including health and dental coverage, 401(k) plan with company match, and employee stock purchase plan. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success in this role.

Benefits and Compensation

We offer a competitive compensation package, including a comprehensive benefits package and opportunities for professional growth and development.

Our benefits and compensation package includes:

  • Health and dental coverage options
  • 401(k) plan with company match
  • Employee stock purchase plan
  • Short- and long-term disability programs
  • Basic group life insurance
  • Transportation reimbursement incentive program

We are an equal opportunity employer and welcome applications from diverse candidates.