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Equity Wealth Solutions

Administrative/Producer Assistant

Pay: $50,000/yr
Posted: 7 weeks ago
Location: Woodbridge Township, NJ (Onsite)
Last Updated: 1 week ago
Hours: Full-Time
Expires: 10/4/2026

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What they do

A Stocking Clerk replenishes and organizes shelves in a retail store. Unpacks and checks inventory received in a warehouse or stockroom, moves products to fill shelves and retrieves orders for customers or sales associates; may add labels or prices to products.

$37,554 / year median in New Jersey

+5% projected growth

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Job Description

Company Description Equity Wealth Solutions is a relationship-focused financial services firm dedicated to the long-term financial well-being of its clients. The firm's team of financial professionals works collaboratively to deliver superior service and tailored financial guidance. Using a holistic, needs-based approach, Equity Wealth Solutions matches products and services to each individual's goals rather than emphasizing one-time transactions. The firm operates with a strong tradition of integrity and client commitment, partnering with Equitable Advisors, LLC and Equitable Network, LLC to offer a range of securities, investment advisory, annuity, and insurance products. Equity Wealth Solutions is not a registered investment advisor and is independent from Equitable Advisors and Equitable Network. Role Description As an Administrative/Producer Assistant you will assume the duty of administrative and clerical support in order to optimize workflow procedures in the office. You will assist financial professionals and colleagues. You will be the point of reference for all queries, requests or issues and will be an integral part of the company's workforce.
Responsibilities :
Answer phone calls and redirect them when necessary Monitor Producer's email Prepare and disseminate correspondence, memos and forms Update contact information of clients Support and facilitate the processing of applications Maintain the e-filing system Perform receptionist duties
Requirements:
Proven work experience as a Secretary or Administrative Assistant Successful office organization and optimization techniques High degree of multi-tasking and time management capabilities Excellent written and verbal communication skills Integrity and professionalism Knowledge of SalesForce or LPL will be desired but not necessary Proficiency in MS Office Attention to detail High school diploma required. Associates or Bachelors degree preferred.
Compensation :
Based on experience You may be asked to do any miscellaneous tasks as needed.
Pay:
From $50,000.00 per year Application Question(s): How many years of work experience do you have with Salesforce.com
Education:
High school or equivalent (Required)
Experience:
Administrative:
2 years (Required) Ability to
Commute:
Woodbridge, NJ 07095 (Required)
Work Location:
In person