Company Description
Equitable Advisors is a wealth management firm that supports financial advisors in focusing on serving clients and growing their business independently. Financial advisors at Equitable Advisors have access to the resources of a leading national firm while receiving support from local market experts to build the practice they desire, emphasizing supported independence.
Role Description
This is a full-time on-site role for an Administrative Assistant located in Cleveland, OH. The Administrative Assistant will be responsible for providing administrative support, managing phone communications with professional etiquette, facilitating effective communication, and utilizing clerical skills to assist with executive administrative tasks.
Qualifications
- Administrative Assistance and Clerical Skills
- Proficiency in Phone and Email Etiquette and Communication
- Experience in Executive Administrative Assistance
- Strong organizational and multitasking abilities
- Attention to detail and time management skills
- Knowledge of office management systems and procedures
- Proven experience as an administrative assistant or relevant role
- Provide high-level administrative support to financial professionals.
Primary Tasks
- Assist in the management of various projects, ensuring deadlines are met and resources are allocated efficiently.
- Prepare and manage financial documents, reports, presentations, and correspondence with a high degree of accuracy and confidentiality.
- Facilitate internal and external communication on behalf of the advisors, ensuring timely responses and clear messaging.
- Identify opportunities for process improvements and contribute to the implementation of more efficient workflows.
- Maintain and update client records in our CRM system, ensuring all data is accurate and up to date.
- Help ensure that all activities comply with regulatory requirements, including document retention and filing.
