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    Part Time Wealth Management Assistant - Charlotte, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Charlotte, United States

    3 weeks ago

    Equitable Advisors background
    Part time
    Description

    Part Time Wealth Management Assistant

    We are currently seeking a dynamic, high-energy individual to provide Administrative Support for a Regional Vice President in this key growth location at our Charlotte branch. We are looking for someone who has effective communication skills, efficient computer skills, the ability to multitask, a teamwork mentality, and values attention to detail. This role requires 15 hours of work per week on site. Offering $20.00/per hour. This is a crucial role for us as we continue to grow our teams, strengthen our practices and continue to provide our clients with the highest level of service.

    Primary Responsibilities:

    · Client Service: Delivering high-quality customer service to clients, following up as needed, and scheduling and preparing for client reviews.

    · Team/Events: Helping with team coordination and event planning.

    · Recruiting/Onboarding Support: Assisting in recruitment efforts through conducting pre-screens with potential candidates for interviews, assisting with calendar management, and providing support to candidates in onboarding process.

    · Administrative Efficiencies: Developing strong systems to manage existing books of business.

    Qualifications:

    · Bachelor's degree is preferred

    · Able to resolve conflict, problems, and function independently

    · Demonstrated leadership skills

    · Quick to learn and implement new concepts, regardless of outcome

    · Proactive decision-making abilities

    · Proficient in organizing tasks and prioritizing workloads

    · Consistently meets deadlines

    · Ability to guide individuals through a process

    · Displays good judgement and collaborates as needed

    · Understands the importance of confidentiality across all levels of work

    · Capable of serving as a liaison and communicating with financial professionals with diplomacy and tact.

    Essential Characteristics:

    · Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

    · Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    · Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.

    · 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.

    · Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.

    · Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

    ABOUT EQUITABLE

    At Equitable, we are committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. Our branch works hard to help individuals and businesses to achieve their financial goals. We have close to 200 financial professionals in the Carolinas positioned to help our clients make educated financial decisions.

    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 looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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