Job Description

OPERATIONS COORDINATOR

Job Description

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

Required Qualifications

Strong technical aptitude
Able to work closely with both the leadership team and advisors
Able 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