Executive Assistant

Join our dynamic team with a culture that values collaboration, innovation, and growth!

Equitable Advisors is seeking a new team member to provide support for our Top Financial Advisor. We are a tight-knit family office that is energetic and growing, centered around a “family first” culture. Apply now for this exciting opportunity!

Responsibilities

• Manage and organize financial advisor's schedule and meetings
• Handle client communications ensuring prompt and professional responses
• Assist in preparing and processing client accounts, onboarding, and service

Qualifications

• Proven experience as an administrative assistant or similar role.
• Knowledge of financial services and terminology is a plus.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficiency in MS Office Suite

How to Apply

• Apply through LinkedIn

OR

• Call/Text our office directly at (631) 385-5231