Job Information
Equitable Operations Coordinator (Onsite) in Orlando, Florida
Operations Coordinator (Onsite) ( 2400008F )
Primary Location : UNITED STATES-FL-Orlando
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
This role is located in Orlando, Florida and is required to be onsite.
Equitable Advisors is seeking a detail-oriented/multi-tasking Operations Coordinator. This individual will be the key person to support the office with operational tasks and miscellaneous day to day needs and will need to be open to learning new things and owning their role. Role will administer company policy at the local level and act as Field Liaison for the Complex Team. This person will report directly to the Complex Operations Manager.
Event and Meeting coordination for Branch
Travel coordination for Branch Manager & Senior Vice Presidents
Finance – expense account management and submission
Administrative duties to include but not limited to:
Branch office calendar maintenance – scheduling meetings and calls
Conference room, Technology, and Branch Network Troubleshooting
Order pantry and office supplies
Data collection & report preparation
Support in the onboarding of new advisors
Mail incoming and outgoing – back up
Technology – assist with questions and training
The base salary range for this position is $46,000-$50,000. 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, spot bonuses, and short-term incentive compensation opportunities. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
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Qualifications
Required Qualifications
Strong technical aptitude
Able to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Proactive decision-making skills
Strong ability to collaborate
Strong communication skills
Can organize tasks and prioritize
Proficient in Microsoft Suite
Meets deadlines
Knows how to guide people thru a process
Displays good judgment & partners where necessary
Understands the need for confidentiality at all levels of work
Ability to serve as a contact to and communicate with financial professionals with diplomacy and tact
Preferred Qualifications
Bachelor’s degree preferred
1 years of experience in business is preferred
1 Years experience in Event Planning a plus
1 Years experience in Financial Services a plus
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
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.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; 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.
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 TalentAcquisition@equitable.com .
Req ID: 2400008F