Administrative Assistant @ Equitable Advisors | Jobright.ai
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Administrative Assistant jobs in Rhode Island, United States
46 applicants
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Equitable Advisors ยท 3 hours ago

Administrative Assistant

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Financial Services
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Growth Opportunities

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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

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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

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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

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Christopher Moss
Chief Operating Officer
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David Carroll
Complex COO
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Company data provided by crunchbase
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