Employment type: Full time
Organization : Equitable
Schedule : Full-time / Part-time
Location: Orange County Financial District | On-Site with Remote Possibilities
Our Firm is looking to hire a Administrative Assistant to assist a Financial Advisor in supporting their team in operational roles, administrative tasks, and support to the Financial Advisor.
Responsibilities
• Calendar management for executives
• Marketing Activities
• Scheduling Reviews and Coordination of Client Events
• Coordinating communication
• Draft slides, meeting notes and documents for executives
Qualifications
Minimum Qualifications:
• Bachelor’s degree preferred (not needed)
• 2+ years of experience in business a plus
Preferred Qualifications:
• Ability to work closely with both the leadership team and advisors
• Ability to function independently and work well with a team
• Proactive decision-making skills
• Ability to collaborate
• Verbal and Written communication skills
• Proficient with MS Office Suite
• Required to work with confidential material – must be discreet and trustworthy
At Equitable, our power is in our people.
We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.
Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.
Are you ready to join an organization that will help unlock your potential?
Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
The Irvine office is seeking a detail-oriented/multi-tasking Administrative Assistant / Advisor support reporting to the Financial Advisor
Responsibilities include but not limited to:
• Support of the Financial Advisor and Team
• Creating, updating, maintaining advisor reports
• Assisting with calendars
• Meeting logistics and creating the meeting agenda
...We're seeking a highly skilled and safety-conscious Class A Truck Driver to join our team. If you're a seasoned professional with a passion for the road and a commitment to excellence, we want to hear from you! This role offers the opportunity to transport vital equipment...
...Manager, Client Partnerships, Ad Sales The Manager, Client Partnerships will support Spectrum Reachs rapidly growing programmatic and managed service CTV direct sales efforts to mid-market brands and agencies. In this role, you will work as a market leader to...
JOB TITLE: Grain Merchandiser DEPARTMENT: TBD SUPERVISOR: General Manager HOURS: General 8am- 5pm but available at all hours as needed for trading environment and customers schedules both domestic and around the world. BENEFITS: Eligible GENERAL SCOPE...
...onsite 2 days remote Description The clients Experience Design team is seeking a UX designer with strong design communications... .... Strong portfolio. Convert information architecture, product requirements, and user data into strategic, forward-thinking, and...
...Job Title : Robotics Software Engineer Location : Boston, NH - Remote/On-site/Hybrid About Us : We are an innovative technology company specializing in robotics solutions that address complex challenges across various industries. Our mission is to develop cutting...