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

Chevron

Turnaround Planner Job at Chevron

 ...operation. Ensures all safe work practices are followed (LOTO, Confined Space Entry, Hot work, etc.). Conducts routine audits. Leads all...  ...scope input/justification. Develop and communicate FEL plans (i.e. Contracting, Communication, Permits and critical lifts, Facility... 

Ecolab

Senior HR Representative Job at Ecolab

 ...critical deadlines ~ Demonstrated desire and ability to coach, develop and train managers and other HR associates. Benefits Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. If you... 

City of Lake Charles

Plant Operator Job at City of Lake Charles

 ...Plant Operator Salary Level: Start: $15.95 - Max Rate: $25.65 (R7) FLSA Status: Non-exempt - Hourly SUMMARY Under close supervision, this position is responsible for general mechanical work includes duties for maintaining plants and pump stations. ESSENTIAL... 

Compass Group

BARISTA (PART TIME) Job at Compass Group

 ...positions. Location: Montclair State University - 1 Normal Avenue Student Center, Montclair, New Jersey 07043. Note: online applications...  ...varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: At Gourmet Dining... 

Waialae Country Club

Sous Chef Job at Waialae Country Club

 ...which provides its members with a championship golf course, dining services, health/recreational facilities and hosts the PGA Tour's Sony Open in Hawaii. Waialae Country Club is recognized as a Platinum Club of America, Honorable Mention Platinum Club of the World and...