Job Description

Administrative Assistant – Financial Services

Equitable Advisors, LLC

Location: 101 Gibraltar Dr, Ste 3A, Morris Plains, NJ 07950

Job Type: Full-Time (Onsite, 9:00 AM – 5:00 PM, Non-Negotiable)

Position Overview

We are seeking a highly organized and detail-oriented Administrative Assistant to support two main Financial Advisors in a small office environment located in Morris Plains, NJ. This role involves handling new business processing, servicing client accounts, and preparing reports and proposals, as well as providing client-facing support.

The ideal candidate has 4–8 years of professional experience (preferably from the insurance industry) , is confident working directly with clients, and is committed to building a long-term career with potential career growth. Training will be provided, but prior exposure to the insurance industry is required.

Key Responsibilities

• Support daily operations for head financial advisor.
• Process new business applications and documentation accurately and efficiently.
• Service client accounts and respond to client inquiries promptly and professionally.
• Prepare account reviews, client reports, proposals, and meeting materials.
• Maintain and update client information within CRM and other financial systems.
• Liaise with custodians, insurance companies, and product providers as needed.
• Ensure compliance with industry regulations and firm procedures.
• Confidently communicate with clients by phone and email (not just relaying messages).
• Problem-solve and take initiative in resolving client service needs.
• Support marketing and client communication efforts when needed.

Qualifications

• 3–7 years of administrative or client support experience (insurance industry experience strongly preferred, financial services experience a plus).
• Familiarity with compliance standards and financial proposals.
• Strong organizational, time management, and multitasking abilities.
• Excellent professional verbal and written communication skills.
• Confident and comfortable in a client-facing role.
• Strong problem-solving skills with initiative (not just a messenger).
• Proficiency with Microsoft Office Suite, CRM systems, and financial software tools.
• Attention to detail, timeliness, and accountability.

Preferred Qualifications

• Bachelor’s degree
• Knowledge of investment accounts, retirement accounts, life insurance, and annuities.

Compensation & Benefits

• Salary: $50,000 (negotiable depending on experience).
• Performance-based bonuses available.
• Health insurance
• 2 weeks of paid time off (PTO).
• Training provided with career growth opportunity toward an Office Manager position.

Job Tags

Similar Jobs