About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.  

There is an immediate opening for an Administrative Sales Assistant in our New York Metro team to support a client centered financial advisory group that markets insurance and investment products. The individual will assist and support a team of 3-4 partners. This individual will work closely with the internal sales team in an administrative capacity assisting with the development and maintenance of business in conjunction with the financial advisor team. The ultimate goals will be to grow the practice, provide exceptional client service and meet the practice’s annual production goals.

 What You’ll Be Doing

• Have a working knowledge of Investment products. Knowledge of Life Insurance and Annuities products is a plus.
• Organize and maintain client E-filing systems
• Assist in establishing and maintaining “ideal client experience” for A & B clients
• Be the clearing point for all mail and initial service contacts – respond to non A & B clients (C&D clients).
• Track all open applications through issue and delivery and assist partners in resolving open requirements during application process
• Prepare pre-case material in anticipation of client meetings
• Schedule, confirm/cancel appointments, send other appropriate correspondence and continually communicate & follow-up with financial advisors/partners
• Prepare pre-arranged reports on scheduled basis, e.g. upcoming birthdays, holiday card lists, annual reviews, client appreciation events, etc.
• Promote firm values throughout group
• Prepare outgoing correspondence as needed
• Monitor office supplies and maintain inventory of marketing materials
• Standardize client review process and update necessary files
• Develop and administer marketing data base which includes client and prospect information, mailing lists, access to financial reports, etc.
• Provide practice ideas and improvements to the partners
• Create new business opportunities when communicating with and servicing clients

This position is an on-site role working in the NY Metro office to foster collaboration and connection.

The base salary for this position is $65,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. 

Equitable Pay and Benefits: Equitable Total Rewards Program  

What You Will Bring

• Associate Degree or 2+ years professional work experience in office environment as Administrative Assistant role

   

Preferred Qualifications

• Experience in the financial services industry preferable.
• Trustworthy, reputable and ethical.
• Appropriate written, grammatical and math proficiency.
• Excellent organizational skills with attention to detail.
• Pleasant interpersonal and telephone communication skills are essential
• Two years administrative experience, computer skills including Windows and Microsoft Office Suite (Word, Power Point, Excel, Outlook, etc.)
• Outstanding interpersonal skills required for communicating with clients and coworkers along with demonstrated telephone etiquette, courtesy and diplomacy.
• Outstanding customer service skills and the ability to perform administrative responsibilities and work within a team environment.
• Proficiency with personal computers and working in a Windows environment. 

• (Experience with client management database programs preferred.)

   

Skills

Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.

Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
 

About Equitable 

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected]. 

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