Office Coordinator

1 week 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 remarkable opportunity to acquire significant experience in the financial services sector while delivering vital assistance to our operations.

Key Responsibilities:

  • Facilitate the processing and arrangement of documentation
  • Organize and manage client consultation schedules
  • Deliver 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 security. We strive to make a positive difference in the lives of individuals and businesses through tailored financial services and solutions.

Our Team:

Our group of Financial Professionals comes from varied backgrounds, united by traits such as success, values, entrepreneurship, networking capabilities, and a passion for influencing the future. We embrace diversity and inclusion within our workplace, providing avenues for professional growth and community involvement.

Training and Development:

Equitable Advisors offers extensive training to equip Financial Professionals for success. From sponsorship for regulatory registration to access to advanced technological solutions, we are dedicated to supporting your career advancement in the industry. Opportunities for further education and professional certifications are highly encouraged.

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 clientele.


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