Equitable Advisors · 5 hours ago
Administrative Assistant
Cincinnati Metro
Full-time
Hybrid
New Grad, Entry LevelEquitable Advisors is a financial advising practice seeking a highly organized and people-focused Administrative Assistant. The role involves supporting client onboarding, providing client concierge services, and assisting with practice management and organization.
Financial Services
Hiring Manager
Abigail Robinson
Responsibilities
Client onboarding & support
Client concierge for existing clients
Practice management and organization
Recruiting support
Qualification
Required
Friendly, positive, and committed to exceptional client service
Can operate at a high level without sacrificing quality of work
Proactive problem solver with strong critical-thinking skills
Trustworthy, dependable, and self-motivated
Extremely detail-oriented and thorough
Highly organized with the ability to multitask and prioritize effectively
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase