Part-Time Administrative Assistant Job at Equitable Advisors, Bala Cynwyd, PA

NVJNUDBaWUEzQVVNTmVpa2JEdER5bTF4dGc9PQ==
  • Equitable Advisors
  • Bala Cynwyd, PA

Job Description

Position Overview:

The Part-Time Administrative Assistant will play a crucial role in supporting our day-to-day operations. You will assist with client communication, carrier follow-ups, and maintaining accurate records, ensuring smooth workflows and excellent service delivery.

Key Responsibilities:

- Call clients to schedule review appointments.

- Contact companies and carriers to check the status of paperwork or accounts.

- Update and maintain client and task lists, primarily using Excel.

- Support the team with additional administrative tasks as needed.

Qualifications:

- Strong communication and interpersonal skills.

- Proficiency in Excel and other Microsoft Office applications.

- Highly organized, detail-oriented, and able to manage time effectively.

- Ability to work independently in a remote environment while meeting deadlines.

- Prior administrative or customer service experience preferred; experience in financial services is a plus.

- Must be available for in-office onboarding and occasional visits, if necessary.

Benefits:

- Flexible working hours with a hybrid/remote setup.

- Opportunity to work with a supportive and professional team.

Previous experience in financial services industry is a plus.

10 to 25 hours per week.

Job Tags

Flexible hours,

Similar Jobs

State of Alaska

Wildlife Biologist 4 (PCN 111938) Job at State of Alaska

 ...Biweekly Location : Fairbanks, AK Job Type: Full Time Job Number: 52017 Department: Fish & Game Division: Wildlife Conservation Opening Date: 11/19/2025 Closing Date: 12/19/2025 5:00 PM Alaska Division: Wildlife Conservation Position Open... 

Talnt

CNC Machinist Job at Talnt

 ...About the Role: This CNC Machinist position is a hands on role focused on precision machining, CNC operation, and quality driven manufacturing. Ideal for candidates searching for CNC Machinist, CNC Operator, or Precision Machining roles, this position supports daily... 

Broken Rocks Cafe and Rox Gastropub

Dishwasher Job at Broken Rocks Cafe and Rox Gastropub

 ...water of machines and sinks every two hours, or more often as required by business levels, and properly uses chemical dilutions set by EcoLab. Assists in the timely storing of food deliveries. Maintains trash cans throughout shift and removes full trashcans and boxes... 

City and County of San Francisco

ENVIRONMENTAL HEALTH INSPECTOR - Hazardous Materials and Waste - San Francisco Department of Public Health Job at City and County of San Francisco

 ...Enforces provisions of the local health code;State health and safety, industrial relations, administrative, and penal codes, and other...  ...and testifies in cases involving hazardous materials and waste management, and other related compliance matters.# Documents and issues... 

HealthBay

Virtual Assistant Job at HealthBay

 ...We are seeking a proactive and professional Virtual Assistant to support executive-level operations, administrative tasks, and project coordination. The ideal candidate will be detail-oriented, reliable, and capable of managing multiple tasks with minimal supervision while...