Communications and Administrative Coordinator
About The Position
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. We are seeking an entry level Communications and Administrative Coordinator in Miami-Dade County, Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry. Candidates that fit into our firm’s values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.
Requirements
- Strong organizational skills with attention to detail.
- Ability to manage multiple tasks efficiently and meet deadlines.
- Excellent communication skills, both written and verbal.
- Proficiency in data entry and recordkeeping.
- Willingness to learn and adapt to industry regulations and guidelines.
- A proactive attitude and ability to work collaboratively with financial advisors and team members.
Responsibilities
- Answer phones for the producer(s) in a professional manner. Screen and transfer calls. Take messages if necessary.
- Administer calendar for the Associate/Producer Group.
- Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s).
- Filing. Includes printing brokerage statements and insuring contact histories are updated.
- Follow-up on all new business submitted.
- Help conduct service work such as address and beneficiary changes.
- Maintain strict confidentiality.
- Use discretion in screening calls and visitors.
- Manage and organize calendar.
- Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals.
- Respond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings.
- Use experience and knowledge to understand and anticipate administrative needs.
- Track incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary.
- Initiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint).
- Maintain files and access filed material in a timely manner when requested.
- Scheduling: Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder to the client.
- Filing: All items should be filed in a timely and accurate manner. Contact histories updated in real time.
- Follow-up: Follow-up on all new business submitted within 3 business days. Report and resolve all omissions ASAP
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
