This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Equitable 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. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
This will be a full time administrative position working under and closely with an individual advisor.
The ideal candidate will exhibit high standards, integrity excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Some Responsibilities May Include:
Handle and coordinate active calendars
Schedule, reschedule and confirm meetings
Ensure file organization based on office protocol
Provide ad hoc support around office as needed
Organize and schedule appointments and meetings
Maintain contact lists
Produce and distribute correspondence memos, letters, faxes, and forms
Assist in the preparation of regularly scheduled reports
Develop and maintain a filing system
Order office supplies
Submit and reconcile expense reports
Provide general support to visitors
Provide information by answering questions and requests
Generate reports
Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities
Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques
Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Contribute to team effort by accomplishing related results as needed
Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.
Organize travel arrangements for senior managers
Write letters and emails on behalf of other office staff
Maintain computer and manual filing systems
Handle sensitive information in a confidential manner
Take accurate minutes of meetings
Coordinate office procedures
Conduct Interviews
Reply to email, telephone, or face to face inquiries
Develop and update administrative systems to make them more efficient
Receive, sort, and distribute the mail
Answer telephone calls and pass them on
Manage staff appointments
Prepare and update financial planning software
Fill applications and track business until completed
Qualifications
Bachelor's degree + a couple years of experience
Strong interpersonal, customer service and communication skills
Ability to multitask
Proficient in Microsoft Office suite
Candidate Plus
Career Trajectory include:
Becoming a Director of operation for the team
Recruiting Team Manager
Skill development in financial planning, recruiting, admin responsibilities is expected.
Full time, full time with flexibility is available, but this is an in person position only . Experience as a prior financial advisor/broker dealer assistant or other assistant positions is a plus, but not required.
Bonus' are expected to be 10%+ of yearly compensation based on contributions to milestones and taking entrepreneurial initiative.
#J-18808-Ljbffr
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.