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 Florida

FISHERIES & WILDLIFE BIO SCIENTIST III - 77001091 Job at State of Florida

 ...Requisition No:865998 Agency: Florida Fish and Wildlife Conservation Commission Working Title: FISHERIES & WILDLIFE BIO SCIENTIST III - 77001091Pay Plan: Career Service Position Number:77001091 Salary: $1,730.77 biweekly + benefits Posting Closing Date... 

SHEWings PersonalCare

Content Writer Job at SHEWings PersonalCare

# Write, edit, and proofread blogs, articles, website content, product descriptions , and social media posts . # Conduct thorough research on industry-related topics to develop informative and engaging content. # Create SEO-friendly content using proper keywords... 

Wingstop

District Manager Job at Wingstop

 ...The Restaurant Operations Manager is passionate about Restaurants, Guest Experience, Team Development and provides strategic direction...  ...performs financial analysis of individual restaurants and the district; makes recommendations for improvements. Accountable to all aspects... 

ShackmanLab

Undergraduate and Post-Baccalaureate Volunteer Research Assistants Job at ShackmanLab

 ...ShackmanLab_RA_application_SPRING2023.docxThe mission of the lab is to have a deep impact on the fields of affective and translational neuroscience. To that end, we do our best to perform innovative studies that can lead to important discoveries, to disseminate our... 

Fred Astaire Dance Studios

Ballroom Dance Instructor (Houston) Job at Fred Astaire Dance Studios

 ...Looking For: Dancers with experience in any style ballroom experience is a plus, but not required Individuals with a musical theater or performance background (also a plus!) Enthusiastic, reliable, and coachable individuals eager to learn Passionate people...