Administrative Assistant @ Equitable Advisors | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Administrative Assistant jobs in Rhode Island, United States
76 applicants
company-logo

Equitable Advisors ยท 7 hours ago

Administrative Assistant

ftfMaximize your interview chances
Financial Services
check
Growth Opportunities

Insider Connection @Equitable Advisors

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Providing administrative support
Utilizing strong communication and phone etiquette skills
Assisting with executive tasks
Maintaining clerical functions
Sending client requests that come in by email and phone call to the correct person on the team
Tracking the status of the requests

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Administrative AssistanceMicrosoft Office SuitePrevious Experience

Required

Administrative Assistance with email and voicemail requests
Strong Communication and Phone Etiquette
Attention to detail and organizational skills
Basic proficiency in Microsoft Office suite (Outlook)
Ability to multitask and prioritize tasks effectively

Preferred

Previous experience in a similar role is a plus

Company

Equitable Advisors

company-logo
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Christopher Moss
Chief Operating Officer
linkedin
leader-logo
David Carroll
Complex COO
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot