Equitable Advisors
Administrative Assistant – Financial Services
Equitable Advisors, LLC
Location: 101 Gibraltar Dr, Ste 3A, Morris Plains, NJ 07950
Job Type: Full-Time (Onsite, 9:00 AM – 5:00 PM, Non-Negotiable)
Do you have the right skills and experience for this role Read on to find out, and make your application.
Position Overview We are seeking a highly organized and detail-oriented Administrative Assistant to support two main Financial Advisors in a small office environment located in Morris Plains, NJ. This role involves handling new business processing, servicing client accounts, and preparing reports and proposals, as well as providing client-facing support.
The ideal candidate has 4–8 years of professional experience
(preferably from the insurance industry) , is confident working directly with clients, and is committed to building a long-term career with potential career growth. Training will be provided, but prior exposure to the insurance industry is required.
Key Responsibilities Support daily operations for head financial advisor. Process new business applications and documentation accurately and efficiently. Service client accounts and respond to client inquiries promptly and professionally. Prepare account reviews, client reports, proposals, and meeting materials. Maintain and update client information within CRM and other financial systems. Liaise with custodians, insurance companies, and product providers as needed. Ensure compliance with industry regulations and firm procedures. Confidently communicate with clients by phone and email (not just relaying messages). Problem-solve and take initiative in resolving client service needs. Support marketing and client communication efforts when needed.
Qualifications 3–7 years of administrative or client support experience (insurance industry experience strongly preferred, financial services experience a plus). Familiarity with compliance standards and financial proposals. Strong organizational, time management, and multitasking abilities. Excellent professional verbal and written communication skills. Confident and comfortable in a client-facing role. Strong problem-solving skills with initiative (not just a messenger). Proficiency with Microsoft Office Suite, CRM systems, and financial software tools. Attention to detail, timeliness, and accountability.
Preferred Qualifications Bachelor’s degree Knowledge of investment accounts, retirement accounts, life insurance, and annuities.
Compensation & Benefits Salary: $50,000 (negotiable depending on experience). Performance-based bonuses available. Health insurance 2 weeks of paid time off (PTO). Training provided with career growth opportunity toward an Office Manager position.
Do you have the right skills and experience for this role Read on to find out, and make your application.
Position Overview We are seeking a highly organized and detail-oriented Administrative Assistant to support two main Financial Advisors in a small office environment located in Morris Plains, NJ. This role involves handling new business processing, servicing client accounts, and preparing reports and proposals, as well as providing client-facing support.
The ideal candidate has 4–8 years of professional experience
(preferably from the insurance industry) , is confident working directly with clients, and is committed to building a long-term career with potential career growth. Training will be provided, but prior exposure to the insurance industry is required.
Key Responsibilities Support daily operations for head financial advisor. Process new business applications and documentation accurately and efficiently. Service client accounts and respond to client inquiries promptly and professionally. Prepare account reviews, client reports, proposals, and meeting materials. Maintain and update client information within CRM and other financial systems. Liaise with custodians, insurance companies, and product providers as needed. Ensure compliance with industry regulations and firm procedures. Confidently communicate with clients by phone and email (not just relaying messages). Problem-solve and take initiative in resolving client service needs. Support marketing and client communication efforts when needed.
Qualifications 3–7 years of administrative or client support experience (insurance industry experience strongly preferred, financial services experience a plus). Familiarity with compliance standards and financial proposals. Strong organizational, time management, and multitasking abilities. Excellent professional verbal and written communication skills. Confident and comfortable in a client-facing role. Strong problem-solving skills with initiative (not just a messenger). Proficiency with Microsoft Office Suite, CRM systems, and financial software tools. Attention to detail, timeliness, and accountability.
Preferred Qualifications Bachelor’s degree Knowledge of investment accounts, retirement accounts, life insurance, and annuities.
Compensation & Benefits Salary: $50,000 (negotiable depending on experience). Performance-based bonuses available. Health insurance 2 weeks of paid time off (PTO). Training provided with career growth opportunity toward an Office Manager position.