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

Bright Vision Technologies

Mainframe Developer Job at Bright Vision Technologies

Mainframe Developer Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations.We leverage cutting-edge technologies to create scalable, secure,... 

TE Roberts Inc

Experienced Pipelayer Job at TE Roberts Inc

T.E. Roberts is well-established pipeline construction company in Irvine, CA. We are looking for a competent and experienced pipelayer...  ...~ Technical skills: Ability to read blueprints, use surveying and leveling equipment, and operate heavy machinery.~ Soft... 

Hire Ventures

Warehouse Manager Job at Hire Ventures

 ...Our client is a mission-driven nonprofit operating a large warehouse facility in Lawrenceville. With a small team of fewer than twenty...  ...group based out of state they need an experienced Warehouse / HR Manager who can provide steady on-site support and keep daily operations... 

Type One Energy

Environmental, Health and Safety Officer Job at Type One Energy

 ...and share our vision, join us as a Environmental, Health and Safety Officer . This is what you need to know: Location: Knoxville...  ...implementing, and enforcing our companies ISO 45001 Health and Safety Management System. This role is critical to fostering a proactive health... 

Western Washington University

Political Science - Non-Tenure Track Faculty Vacancy Pool Job at Western Washington University

 ...track faculty members and approximately 340 majors and minors. Our work encompasses American politics, comparative politics, international relations, public policy, and political theory. We bring cross-cultural and intersectional knowledge to bear on all of our course...