Overview
Part-Time Administrative Assistant Jobs in Bala-Cynwyd, PA at Equitable Advisors
Title: Part-Time Administrative Assistant
Company: Equitable Advisors
Location: Bala-Cynwyd, PA
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.
