Communications and Administrative Coordinator

Job description

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. 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. What You'll Be Doing: Goals: The goals are how the assistant's performance will be measured. 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 remi...