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.
Legal Administrative Assistant
Legal Administrative Assistant to support its Education Law attorneys. Minimum of three years of experience as a Legal Administrative Assistant in a law firm. This position reports to the Operations Manager, as well as the Firm’s attorneys, and is responsible for providing the requisite legal admini...
Office Administrative Assistant
Staffing Solutions Enterprises is excited to partner with our client to identify a highly organized and efficient Office Assistant! This role will be responsible for providing administrative support to ensure smooth office operations and excellent customer service. ...
Administrative Assistant, ITS
Works collaboratively withmanagement and staff of the offices reporting to the Vice President andprovides administrative support to the Vice President and the department. Works collaboratively with management and staff of the offices reporting to the Vice President and provides administrative suppor...
Administrative Assistant
The Administrative Assistant reports to and is employed by BeaconPoint Financial Group. This position provides administrative support to BeaconPoint Financial Group. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting mem...
Administrative Assistant IV
Assist in the preparations for the Senior Management meetings and provide administrative support for executives attending. Minimum 5 years’ experience in an administrative position in a corporate environment. ...
Administrative Assistant II - Heart, Vascular, Thoracic Institute
Administrative Assistants are an essential part of Cleveland Clinic’s smooth operation, which allows caregivers to focus on patient care and improves coordination between the nursing team, administrative teams, and providers. As an Administrative Assistant, you will perform a variety of duties to su...
Administrative Assistant
A local firm is seeking an Administrative Assistant for a full-time opportunity. Qualified candidates must have prior Administrative Assistant experience, must be proficient using Microsoft Word and Excel, must be very comfortable generate letters and reports must be a self-sufficient, self-starter ...
Administrative Assistant
One of our customers is searching for an Administrative Assistant / Billing Specialist. Job Description: Our customer is looking for a skilled and motivated Administrative Assistant and Billing Specialist to join our team in South Euclid. This role involves a mix of administrative support and billi...
Administrative Assistant (Licensing)
Administrative Assistant (Licensing). Perform general administrative duties, including, but not limited to:. ...
Administrative Assistant (Licensing)
Administrative Assistant (Licensing). Perform general administrative duties, including, but not limited to:. ...