Office Coordinator

2 weeks ago


Wellesley, Massachusetts, United States Equitable Advisors Full time

Office Coordinator

We are seeking a meticulous and proactive Office Coordinator to support our esteemed financial advisory firm, Equitable Advisors. This position presents a unique opportunity to acquire valuable insights into the financial services sector while delivering critical assistance to our operations.

Key Responsibilities:

  • Manage and organize documentation and records
  • Coordinate and schedule client consultation meetings
  • Provide comprehensive administrative assistance to the team
  • Effectively utilize remote working technologies

Candidate Profile:

We are looking for individuals with exceptional organizational abilities and a proactive approach. Previous experience in administrative functions is advantageous but not mandatory.

About Equitable Advisors:

Equitable Advisors is a distinguished financial advisory firm committed to enhancing clients' financial health. We strive to make a meaningful difference in the lives of individuals and businesses through tailored financial solutions and services.

Our Team:

Our team of Financial Professionals comes from various backgrounds, unified by traits such as success, values, entrepreneurial spirit, networking capabilities, and a commitment to shaping the future. We prioritize diversity and inclusion in our workplace, offering avenues for professional growth and community involvement.

Training and Development:

Equitable Advisors offers extensive training programs designed to equip Financial Professionals for success. From sponsorship for FINRA registration to access to advanced technological solutions, we are dedicated to fostering your development in the industry. We encourage further educational pursuits and professional certifications.

Compensation and Benefits:

We provide a variety of compensation structures along with a comprehensive benefits package, which includes health and dental insurance, retirement plans, and more. At Equitable Advisors, we emphasize exceptional client experiences, trust, and personalized financial strategies.


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