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

Wayfair

Software Engineer II, Multichannel Fulfillment Job at Wayfair

 ...Who We Are Wayfair is on a path to be the worlds largest online destination for the home. We are the largest tech first platform in the home category. Our marketplace offers over 30 million products from 23,000 suppliers and we served 23 million customers in 2024 alone... 

The University of Kansas

POOL: Student Research Assistant - I2S Job at The University of Kansas

 ...and commercialization of new technologies in computer systems, communication systems, and radar systems.Job Description ~40% - Research Support: Assist faculty with research activities such as data collection, data analysis, literature reviews, and organization of research... 

Cambrick Yard

Senior Editor and Writer Job at Cambrick Yard

 ...developers to conceive and develop compelling written, video, and audio content -Collaborate with cross-functional teams to coordinate...  ...in non-fiction writing/journalism, including grammar and editing -Experience coordinating individual staff and teams -Excellent... 

Headhunter Insider

Estimator Job at Headhunter Insider

Project Engineer Location: Livermore, CA Salary Range: Competitive (based on experience) Type: Full-Time Position Overview We are seeking a detail-oriented and motivated Project Engineer to join our team and support the successful execution of water...

Brother International Corporation

Data Governance Intern (Summer 2026 Internship Program) Job at Brother International Corporation

 ...this summer, dependent on business need and priorities. Define and document critical business terms and metadata within a new data governance platform to support a shared understanding across teams Design and pilot the initial training curriculum to drive user...