Part-Time Administrative Assistant Job at Equitable Advisors, Bala Cynwyd, PA

em10NEVGM3dnM1pMeFVZc29TSzJBdDhIQmc9PQ==
  • Equitable Advisors
  • Bala Cynwyd, PA

Job Description

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.

Job Tags

Part time, Flexible hours,

Similar Jobs

Pride Health

Registered Dietitian Job at Pride Health

 ...Pride Health is hiring a Registered Dietitian to support our clients medical facility in Washington, DC . This is a 13-week assignment (with the Possibility of extension or conversion) and a great opportunity to start working with a top-tier healthcare organization... 

China Global Connections

Social Studies Teacher Job at China Global Connections

We are looking for a Social Studies Teacher for a High school based in Beijing. This is a full-time position starting in August, 2025.About the schoolAn international high school located in Haidian district of Beijing provides schooling to over 300 high school learners ...

Limelight Hotels

Night Auditor - Limelight Aspen - Full Time or Part Time Job at Limelight Hotels

 ...Owned and operated by Aspen Hospitality, Limelight Hotels are your home base in the places you want to explore most. The contemporary...  ...Enrollment dates differ across the various programs. Health, Dental and Vision Insurance Programs Flexible Spending Account... 

Greenwood Industries

Estimator (Commercial Roofing) Job at Greenwood Industries

 ...more than 750 people working at Greenwood Industries, giving us the capacity to perform at any scale. We are signatory to 17 union contracts, because we value the integrity of skilled labor and are committed to providing jobs that sustain families and communities.... 

Planet Pharma

Part Time Project Management Specialist Job at Planet Pharma

 ...schedules, updating timelines as needed. Deliverable Monitoring: Track due dates and follow up on outstanding tasks to ensure timely completion. Presentation Support: Assist in creating and formatting PowerPoint presentations to support project updates and reporting...