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

IK Hofmann

Entry Level Warehouse Packers needed in Cedartown, DAY SHIFT, Earn up to $1,000/ weekly! NO EXPERIEN Job at IK Hofmann

I.K. Hofmann USA has a need for Entry Level Warehouse packers in Rome, GA Job Responsibilities: Stack, count and repack metal parts Place parts in designated areas for shipping Inspect parts for imperfections Label finished products and place...

Courier Express

Delivery Driver with Cargo / Sprinter Van Job at Courier Express

 ...Courier Express seeking Independent Contractor Delivery Drivers with Cargo/Sprinter Vans for last mile deliveries in and around the metro Atlanta area. Routes in Atlanta, Smyrna, Kennesaw, Woodstock, College Park, Tucker, Norcross, Sandy Springs, Lawrenceville, Rome, Carrolton... 

European Wax Center

Licensed Esthetician Job at European Wax Center

 ...and frequency of waxing while performing waxing services. As a licensed skin care specialist, they are also responsible for educating...  ...crisp, clean environment And the most professionally trained estheticians in the industry From day one, we've been putting our values... 

Amazon Kuiper Manufacturing Enterprises LLC

Lead Inventory Specialist, Amazon Leo Job at Amazon Kuiper Manufacturing Enterprises LLC

 ...DESCRIPTION Amazon Leo is an initiative to increase global broadband access through a constellation of over 3,000 satellites in low Earth orbit (LEO). Its mission is to bring fast, affordable broadband to unserved and underserved communities around the world. Amazon... 

Cummins Inc.

Materials Science and Engineering - Co-Op Positions Job at Cummins Inc.

**DESCRIPTION**In this role, you will make an impact in the following ways:+ Utilize knowledge of Materials Science, Materials Engineering or Analytical Chemistry principles and practices to identify and advance solutions to achieve design, manufacturing, and quality...