Administrative Assistant Job at Equitable Advisors, Irvine, CA

U2dYMlZnZjhUL3hoQzZhZk9aS1pCL3FIdnc9PQ==
  • Equitable Advisors
  • Irvine, CA

Job Description

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

Job Tags

Full time,

Similar Jobs

Leidos

Data Governance Lead Job at Leidos

**Description**Leidos Health & Civil Sector is seeking a highly motivated and experienced Data Governance Lead to join our team. This position directly supports programs which provide a broad array of information, resources, referrals, mental health coaching and specialized... 

Accelerated Urgent Care

Family Physician Job at Accelerated Urgent Care

 ...Urgent Care Staff Physician with the Opportunity for Leadership in Chino, CA A 1099 model starting at $150/hr, with a $50,000 sign-on bonus for a three-year term. Medical Directorship opportunities are also available in which Physicians have more responsibility and... 

HydroX AI

AI Engineer Intern Job at HydroX AI

 ...this transformative journey, where innovation meets protection. Role Description This is an on-site role for an AI Engineer Intern, located in San Jose, CA. The AI Engineer Intern will be responsible for assisting in AI model development, working on neural... 

Gateway Group Personnel

Staff Accountant (Audit/Accounting) Job at Gateway Group Personnel

 ...The ideal candidate will offer 1+ years of experience and will be involved with preparing financial reports and statements, bank reconciliations...  ...and forecasting Qualifications Bachelor's degree in Accounting or related field Ability to interpret and analyze financial... 

McFadden Trachtenberg PLLC

Corporate Transactional Lawyer Job at McFadden Trachtenberg PLLC

GreatLaw, a small but mighty Houston-area law firm that takes pride in its work-life balance, is seeking to add lawyers to join our corporate team. We have openings for lawyers with 2 to 10 years of prior experience. GreatLaw only requires about 120 billable hours per...