At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.
Are you an administrative professional who enjoys collaborating on a team with other professionals? Are you looking for a career that offers mentorship with opportunities for advancement? If you are a detailed professional that is results driven, this is the career for you! Equitable Advisors is looking for a team member to work closely on key items that support daily practice operations on a full-time basis.
Responsibilities:
Client relationship management through Salesforce
Detailed record keeping
Client communication and interaction through email, phone, mail and in person
Application support, service requests and follow up as necessary
Draft reports, illustrations, and other client related documents
Team collaboration on daily, weekly, and quarterly tasks
Compliance- follow policies and procedures
Technology- Microsoft Office Suites
New business processing to a high degree of accuracy
Requirements:
Dependable, organized with the ability to multi-task while prioritizing projects
Positive and friendly with strong customer service skills
Flexibility to pivot priorities or schedules throughout the day
Proactive problem solver with critical thinking skills
Excellent written and verbal communication skills
Working knowledge of Microsoft Office Suites with the ability to learn new technology quickly
Preferred:
Experience and knowledge of financial services industry's rules and regulations