Financial Advisor Administrative Assistant​/Recruiter​/Director of Operations

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

This will be a full time administrative position working under and closely with an individual advisor.

The ideal candidate will exhibit high standards, integrity excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

• Handle and coordinate active calendars
• Schedule, reschedule and confirm meetings
• Ensure file organization based on office protocol
• Provide ad hoc support around office as needed
• Organize and schedule appointments and meetings
• Maintain contact lists
• Produce and distribute correspondence memos, letters, faxes, and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a filing system
• Order office supplies
• Submit and reconcile expense reports
• Provide general support to visitors
• Provide information by answering questions and requests
• Generate reports
• Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities
• Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques
• Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies
• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
• Contribute to team effort by accomplishing related results as needed
• Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.
• Organize travel arrangements for senior managers
• Write letters and emails on behalf of other office staff
• Maintain computer and manual filing systems
• Handle sensitive information in a confidential manner
• Take accurate minutes of meetings
• Coordinate office procedures
• Conduct Interviews
• Reply to email, telephone, or face to face inquiries
• Develop and update administrative systems to make them more efficient
• Receive, sort, and distribute the mail
• Answer telephone calls and pass them on
• Manage staff appointments
• Prepare and update financial planning software
• Fill applications and track business until completed

• Bachelor's degree + a couple years of experience
• Strong interpersonal, customer service and communication skills
• Ability to multitask
• Proficient in Microsoft Office suite

• Becoming a Director of operation for the team
• Recruiting Team Manager

Skill development in financial planning, recruiting, admin responsibilities is expected.

Full time, full time with flexibility is available, but this is an in person position only
. Experience as a prior financial advisor/broker dealer assistant or other assistant positions is a plus, but not required.

Bonus' are expected to be 10%+ of yearly compensation based on contributions to milestones and taking entrepreneurial initiative.