Part-Time Administrative Assistant at Equitable Advisors

Position Overview:

The Part-Time Administrative Assistant will play a crucial role in supporting our day-to-day operations. You will assist with client communication, carrier follow-ups, and maintaining accurate records, ensuring smooth workflows and excellent service delivery.

Key Responsibilities:

• Call clients to schedule review appointments.

• Contact companies and carriers to check the status of paperwork or accounts.

• Update and maintain client and task lists, primarily using Excel.

• Support the team with additional administrative tasks as needed.

Qualifications:

• Strong communication and interpersonal skills.

• Proficiency in Excel and other Microsoft Office applications.

• Highly organized, detail-oriented, and able to manage time effectively.

• Ability to work independently in a remote environment while meeting deadlines.

• Prior administrative or customer service experience preferred; experience in financial services is a plus.

• Must be available for in-office onboarding and occasional visits, if necessary.

Benefits:

• Flexible working hours with a hybrid/remote setup.

• Opportunity to work with a supportive and professional team.

Previous experience in financial services industry is a plus.

10 to 25 hours per week.