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

Y0tpNDhaR2tycWM4T3phZUFMR3dhekhIMGc9PQ==
  • 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

Guangzhou Xiaziluo Education Technology Co. LTD

Non-native English teacher( apartment provided) Job at Guangzhou Xiaziluo Education Technology Co. LTD

In order to give our children better English education, we would like to hire an experienced full time English teacher who loves preschool teaching . We look forward you to join us.

The Cigna Group

Staff Pharmacist - Accredo (Blood Disorder TRC) - Remote (AZ, FL, IN, PA or TN) Job at The Cigna Group

 ...quality and service levels, vary work priorities and activities to...  ...entered in the system by data entry or order entry.+ Contact physicians...  ...PA, IN with active license in home state.+ Advanced problem...  ...accommodation in completing the online application process, please email... 

UnitedHealth Group

Pharmacy Care Coordinator - National Remote Job at UnitedHealth Group

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you...  ...Caring. Connecting. Growing together. The Pharmacy Care Coordinator will be responsible for administrative support of member facing... 

noa, a café

Baker Job at noa, a café

 ...noa, a caf is looking fora professional, detail driven pastryand breadbaker with experience in sourdough production, cardamom and cinnamon buns, laminated doughs and other bakery items to join our team! We are expanding our baked goods offering to in house production... 

BayCare Health System

Health Educator PRN - Community Health Job at BayCare Health System

**Title:** Community Health Educator PRNHealth EducatorAt BayCare, we are proud to be one of the largest employers in the Tampa Bay area.Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and...