What are the responsibilities and job description for the Executive Assistant position at Equitable Advisors?
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
Salary : $60,000 - $100,000