Equitable Advisors is hiring: Administrative Assistant in San Francisco

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Financial Consultant, CDFA, CRES, and Hiring Professional at Equitable Advisors

Employment type: PART - TIME with a Potential to go full-time

Organization: Equitable

Schedule: Full-time / Part-time

Location: San Francisco Financial District | On-Site with Remote Possibilities

Our Firm is looking to hire an Administrative Assistant to assist a Regional Vice President in supporting their team in operational roles, administrative tasks, and support to the RVP.

Responsibilities

• Aid executive in Recruitment and Marketing Activities
• Scheduling Reviews and Coordination of Client Events
• 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
• 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 San Francisco office is seeking a detail-oriented/multi-tasking Lead Associate, RVP Assistant. This person will report directly to the Local Operations Manager.

Responsibilities include but are not limited to:

• Support of the branch VPs
• Assisting with calendars
• Meeting logistics and creating the meeting agenda
• Assisting with branch office responsibilities, as needed

Seniority level

Not Applicable

Employment type

Part-time

Job function

Administrative