Part-Time Administrative Assistant Job at Equitable Advisors, Bala Cynwyd, PA

MGRBNUJCNXluZ0NQWmdPMVpyU2wvc3VqTHc9PQ==
  • 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

Part time, Flexible hours,

Similar Jobs

MassMutual

Data Analyst - Corporate Technology Data Engineering & Analytics Job at MassMutual

The OpportunityJoin our dynamic team as a Data Analyst - Corporate Technology Data Engineering & Analytics, where you'll play a pivotal role in driving the execution of our data strategy. This role is crucial in driving digital transformation and operational efficiency... 

LP Consulting

Luxury Travel Consultant Job at LP Consulting

 ...Are you passionate about helping others create unforgettable travel experiences? As aLuxury Travel Consultant, youll work with clients...  ...while building an exciting career in travel, wed love to hear from you! Apply today to start your path as a Luxury Travel Consultant.... 

Express Employment Professionals - Auburn

Staffing Consultant Job at Express Employment Professionals - Auburn

 ...Benefits: Full benefits package available (medical, dental, vision, 401(k), PTO, etc.) About Us: Were not your average staffing agencywere fast-paced, mission-driven, and people-focused. Our team is passionate about helping others find meaningful work, and... 

Compass Group, PLC

HELPER DRIVER (FULL TIME) Job at Compass Group, PLC

 ...supervision of the Catering Captain. Delivers food and beverage using catering delivery truck to catered functions. Sets up and breaks down functions, serves, returns tables to their proper po Driver, Helper, Benefits, Retail, Insurance, Catering, Associate Compass Group, PLC

Wegmans Food Markets

Janitor Job at Wegmans Food Markets

Schedule: Part time Availability: Applying To This Requisition Allows You To Be Considered For Multiple Opportunities. Please Provide As Much Availability That Works With Your Schedule. Shifts end as late as 10pm Age Requirement: Must be 18 years or older Location...