Administrative Support Specialist

2 weeks 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 financial services and wealth management practice.

Responsibilities
  • Provide administrative support to our financial professionals, including paperwork processing and organization
  • Schedule and coordinate client review appointments
  • Assist with general administrative tasks, such as data entry and record-keeping
  • Utilize remote work technology solutions effectively
Qualifications

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

Our entry-level training curriculum is designed to empower you with the skills and tools needed for success in this role. You will have the opportunity to learn about client relationship management, product knowledge, market development, and more.

About Us

Equitable Advisors LLC is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Benefits and Compensation

We offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, and more.

Our compensation options are designed to provide flexibility and control, allowing you to choose the best fit for your needs. We also offer opportunities for professional development and advancement, including training and support for obtaining professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP) professional and Chartered Financial Consultant (ChFC).



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