Equitable Advisors
via LinkedIn
Executive Assistant
Compensation
$40K - 50K a year
Responsibilities
Assist with managing schedules, client communications, and account processing for a financial advisor.
Requirements
Experience as an administrative assistant, strong organizational skills, and proficiency in MS Office.
Full Description
Join our dynamic team with a culture that values collaboration, innovation, and growth! Equitable Advisors is seeking a new team member to provide support for our Top Financial Advisor. We are a tight-knit family office that is energetic and growing, centered around a “family first” culture. Apply now for this exciting opportunity! Responsibilities • Manage and organize financial advisor's schedule and meetings • Handle client communications ensuring prompt and professional responses • Assist in preparing and processing client accounts, onboarding, and service Qualifications • Proven experience as an administrative assistant or similar role. • Knowledge of financial services and terminology is a plus. • Strong organizational and multitasking abilities. • Excellent written and verbal communication skills. • Proficiency in MS Office Suite How to Apply • Apply through LinkedIn OR • Call/Text our office directly at (631) 385-5231
This job posting was last updated on 12/12/2025
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