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Office Coordinator

2 months ago

Wellesley, Massachusetts, United States Equitable Advisors Full time

Office Coordinator

We are seeking a meticulous and proactive Office Coordinator to become a vital part of our esteemed financial advisory firm, Equitable Advisors. This position presents a remarkable opportunity to acquire significant experience within the financial services sector while delivering crucial support to our operations.

Key Responsibilities:

  • Facilitate the processing and organization of documentation
  • Arrange and manage client consultation schedules
  • Offer 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 capacities is advantageous but not mandatory.

About Equitable Advisors:

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

Our Team:

Our Financial Professionals come from various backgrounds, united by shared characteristics of success, values, entrepreneurial spirit, networking capabilities, and a commitment to shaping the future. We embrace diversity and inclusion in our workplace, providing 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 and a comprehensive benefits package, which includes health and dental insurance, retirement plans, and additional perks. At Equitable Advisors, we emphasize customer satisfaction, trust, and personalized financial strategies for our clients.