Administrative Assistant

Company DescriptionEquitable Advisors is a wealth management firm that supports financial advisors in focusing on serving clients and growing their business independently. Financial advisors at Equitable Advisors have access to the resources of a leading national firm while receiving support from local market experts to build the practice they desire, emphasizing supported independence.Role DescriptionThis is a full-time on-site role for an Administrative Assistant located in Cleveland, OH. The Administrative Assistant will be responsible for providing administrative support, managing phone communications with professional etiquette, facilitating effective communication, and utilizing clerical skills to assist with executive administrative tasks.QualificationsAdministrative Assistance and Clerical SkillsProficiency in Phone and Email Etiquette and CommunicationExperience in Executive Administrative AssistanceStrong organizational and multitasking abilitiesAttention to detail and time management skillsKnowledge of office management systems and proceduresProven experience as an administrative assistant or relevant roleProvide high-level administrative support to financial professionals.Primary TasksAssist in the management of various projects, ensuring deadlines are met and resources are allocated efficiently.Prepare and manage financial documents, reports, presentations, and correspondence with a high degree of accuracy and confidentiality.Facilitate internal and external communication on behalf of the advisors, ensuring timely responses and clear messaging.Identify opportunities for process improvements and contribute to the implementation of more efficient workflows.Maintain and update client records in our CRM system, ensuring all data is accurate and up to date.Help ensure that all activities comply with regulatory requirements, including document retention and filing.

Created: 2025-05-11