Company Description

Equitable Advisors supports financial advisors with a focus on independence and business growth. Advisors get the resources of a leading national firm while maintaining control over their practice, leading to supported independence.

Role Description

This is a part time, remote, role for an Administrative Assistant at Equitable Advisors in Warwick, RI. The Administrative Assistant will be responsible for providing administrative support, utilizing strong communication and phone etiquette skills, assisting with executive tasks, and maintaining clerical functions.

Top Priority - Sending client requests that come in by email and phone call to the correct person on the team to execute on the clients requests. I want to have a "24 hour rule" where every client email and phone call is in motion within 24 business hours of receipt.

A little about my practice : There is already support and infrastructure in place to execute the requests from clients. I simply need support in getting those requests to the right person, and tracking the status of the requests so we can better communicate with clients on the status of their requests. Due to being busy with in person meetings, my reply times and tracking do not meet the standards that, I believe, my clients deserve.

Hours - 10-20 per week depending on candidates ability.

Once proper training is done, I am willing to give you the freedom to choose what hours you work.

Qualifications

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
Previous experience in a similar role is a plus

Equitable Advisors

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Administrative Assistant