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

UkJuS3UrZDUrWk41TVFVOHJ4UWN4ZGxEMnc9PQ==
  • 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

DES-CLAW

CDL A Driver - Benefits & Overtime!! Home Daily! Job at DES-CLAW

 ..., and Distribution. We are looking to hire an experienced CDL A driver to help us keep growing. If you're hard-working and dedicated...  ...What makes CLAW a great place to work?!~ NO TOUCH FREIGHT ~ HOME DAILY ~ Weekly Pay ~ W2 Employee ~ Electronic Logs ~ Safe... 

Tallahassee Orthopedic Clinic

Primary Care Sports Medicine Physician - Marianna, FL Job at Tallahassee Orthopedic Clinic

 ...pediatrics, pain management, and sports medicine. The practice is located...  ...Ambulatory Surgery Centers, Urgent Care Centers, and Orthotics and Prosthetics. TOC fields team physicians for Florida State University...  ...We are currently seeking a Primary Care Sports Medicine... 

Healthcare Recruitment Counselors

Chiropractor Job at Healthcare Recruitment Counselors

FULL TIME Chiropractor (DC) Needed in Lanham, Maryland \ salary $80,000-$100K\ health ins\401k\\ Integrative Healthcare is in need of a full time DC with PT privileges and Maryland license. We are a family practice seeing a little bit of everything. Great pay... 

WP Appraisers

Residential Real Estate Appraiser Job at WP Appraisers

 ...Job Description Job Description Job description WP Appraisers is seeking a Certified Residential Appraiser (W2 Team Member) to...  ...a high level of service. Responsibilities : Complete real estate appraisals that are compliant with Federal and State laws, as... 

Inova Health System

Diagnostic Imaging Technologist - Advanced Certified Job at Inova Health System

 ...offeringpaid time off, paid parental leave, flexible work schedules, and remote and hybrid career opportunities*.**Diagnostic Imaging...  .... *About Us* We are Inova, Northern Virginias leading nonprofit healthcare provider. Every day, our 25,000+ team members provide...