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

Paycom

Summer Jr. Executive Sales Intern - Providence Job at Paycom

The Paycom Junior Executive Internship is an excellent opportunity to gain real-world exposure to the many that contribute to success within a fast-paced sales office. Students will gain hands-on, real-life business training and experience to broaden their understanding... 

Excelsior Care Group

Licensed Practical Nurse (LPN) - Wound Care Nurse Job at Excelsior Care Group

 ...Facility: Alliance Care Rehabilitation and Nursing Center Position: Licensed Practical Nurse (LPN) - Wound Care Nurse Shift: Part-Time | Weekends, 7:00 AM - 3:00 PM Location: Irvington, NJ Salary: $35 - $36 per hour Join Our Team at Alliance Care Rehabilitation... 

Morphius Corp

Customer Service Representative ( REMOTE WORK ) Job at Morphius Corp

 ...union affiliation. Sales involved only if the customer desires to opt in for additional benefits. No cold calling as we only work with...  ...includes benefits Free college classes for all members Student Debt Reduction Program Scholarship access for members and their... 

Idaho National Laboratory

Graduate Research Assistant Internship - Science and Technology Job at Idaho National Laboratory

 ...opportunities. INL recruiters will use this information to align students with relevant opportunities for the 2025/2026 intern season. If...  ...3.0~ Authorization to work in the U.S. (including CPT and OPT)~ Available for a 10-16 week, up to 40 hours per week, on-... 

David Hoffman Landscaping & Nursery, Inc.

Nursery Worker Job at David Hoffman Landscaping & Nursery, Inc.

 .../17/2026 Full Time: Yes Number of Workers Requested: 15 Job Duties: Crops/Commodities...  ...for quality. Products must be handled carefully to prevent damage. Assist with farm...  ..., Crop, Nursery, and Greenhouse Experience Required: Yes Months of Experience...