We are seeking an Executive Assistant to work alongside multiple firm Partners, support Associates, and become an important part of a fast-growing team. This individual will perform a variety of tasks, keep client transactions on track, and will directly support team leadership.
Activities include opening new accounts / prepping analysis for client meetings / managing client interaction. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the investment group.
About Us
At Equitable Advisors, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
This position is located in Wellesley Hills, MA. and is required to be onsite with
Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
The Philadelphia Branch, of Equitable Advisors, has had a presence in the community for over five decades. A legacy established by two legends within Equitable, they have over 300+ Financial Professionals and team member supporting clients within the Greater-Philadelphia and suburban New Jersey area.
Responsibilities & Duties
as the point of contact for advisors / clients
applications / workflow with all new and existing clients - prioritizing and communicating client requests
information flow in a timely and accurate manner
effectively in a team environment
About You
Candidates must have a bachelor's degree. Required knowledge, skills, abilities include:
year(s) of industry experience in Financial Services - particularly LPL Financial Platforms and Tools
year(s) of Administrative/Operations experience
communication skills
organization and attention to detail
to prioritize and execute multiple tasks efficiently.
with (or ability to quickly learn) Microsoft Office, Microsoft Teams, and Salesforce
and Confidentiality
Company Offers
Range based on experience: $35,000 - $50,000 annually.
In-Person
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. AGE- 6219251.1(1/24)(Exp.1/26)