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Administrative Support Specialist
2 months ago
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our financial services and wealth management practice.
Responsibilities- Assist with paperwork processing and organization
- Schedule and coordinate client review appointments
- Provide general administrative support to the team
- Utilize remote work technology solutions effectively
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.
About UsEquitable Advisors 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.
Our people are our greatest asset, and we value and respect individuals from diverse backgrounds. We focus on developing diverse talent and fostering an inclusive work environment.
We offer a comprehensive benefits package, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, and more.
Our entry-level training curriculum is designed to empower you with the skills and tools needed for success in this role. You will also have opportunities to participate in local and national development programs and joint-work opportunities for hands-on experience.
We encourage pursuit of professional designations, including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). We also offer management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.
