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)
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 in financial services), 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 financial sector is required.
Key Responsibilities
- Support daily operations for one main financial advisor, occasionally assisting one more 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.
- Manage administrative tasks and help keep advisor schedules organized.
Qualifications
- 3–7 years of administrative or client support experience (financial services strongly preferred).
- Must have experience with insurance and annuities.
- 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
- Prior experience in a financial services environment.
- 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.