Administrative Assistant Job at Equitable Advisors, Irvine, CA

aXBWR2UxelJsdUxGazh6RjRVTVdzM25jdXc9PQ==
  • 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, Remote job,

Similar Jobs

Sarasota Toyota

Valet Porter Toyota Service Job at Sarasota Toyota

Position Description: Service Porter Part Time and Full Time Available Position Summary: The Service Porter is responsible for Driving customer vehicle in and out of Service Department, and Customer drive-through area. Also Driving customers or vehicles to and from...

Integrated Architecture

Architectural Designer Job at Integrated Architecture

Integrated Architecture is a Grand Rapids, MI based award winning, A/E design firm, established in 1988. IA has a long resume of landmark projects. This includes award-winning designs that balance user experience with environmental sustainability, functionality, flexibility...

Ressler Motor Group

Automotive Technician Job at Ressler Motor Group

 ...Livingston, Manhattan, and beyond. Ressler Motors is happy to serve many Montana communities with top-notch vehicles and quality automotive services, and we make a point to go above and beyond to show our commitment to the people we serve. If you're ready to work... 

BAHAMA Consulting

Sonographer Job at BAHAMA Consulting

 ...RVT (VT), ARRT RT (VS), or CCI RVS. At least 12 months of clinical experience as a Sonographer performing both Vascular and Echo exams. Benefits: Medical, Dental, Vision, HSA, Employee Assistance Program (EAP), STD, LTD, Life and 401(K) BAHAMA Consulting... 

LeaderStat

Nurse Manager ICU/Med-Surg/Telemetry Job at LeaderStat

 ...0 days of hire Preferred -Bachelor's degree -Previous manager experience -Recent bedside patient care Job Description...  ...competencies. Maintains own professional growth and development in nursing leadership and required licensure. Communicates important...