Job description

About us

Come join our team with this excellent opportunity in our New York City office in TriBeCa as an Executive Administrative Assistant supporting senior leaders at Equitable Advisors. If you enjoy working in person in a fast-paced, exciting environment that offers senior-level management exposure then this is the opportunity for you!

As an Executive Assistant supporting a team in New York within Equitable Advisors, you will gain exposure across a wide variety of business activities while showcasing your positive, confident, and proactive approach, and exceptional time management skills.

You will be responsible primarily for calendar management, administrative paperwork for various financial products, financial planning data input, administrative compliance requirements and serve as a liaison between the advisors and their support staff in the back office. You will eventually collaborate with other Executive Assistants and Advisors across the team and take an active role to support their success. You will also get the opportunity to work on various ad-hoc projects, including the coordination of Client Appreciation Events.

To be successful in this role, you will need to be highly confidential with information and exercise appropriate judgment/discretion, demonstrate a proactive approach, be extremely organized, flexible and have excellent attention to detail. In addition, you will need strong project management skills with the ability to handle multiple tasks simultaneously, self-direction, a strong sense of ownership, excellent written and verbal communication skills and advanced knowledge of Microsoft Word, PowerPoint, Outlook, and Excel. Financial industry experience is preferred.

We are looking for an Executive Administrative Assistant for a Nationally Ranked Top Advisor in the New York City Branch at Rockefeller Center. Prior administrative experience is required, preferably at another financial institution or another corporate environment.

This role is not remote.

If you’re a proactive Executive Assistant looking for your next challenge, please apply online now.

The Role You Will Support

Private Wealth Management Advisors secure, develop and manages relationships with high net worth individuals, their families, family offices and foundations. Lead Advisors assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. Equitable Advisor professionals develop customized investment strategies and offer a full array of wealth management products and services, including Estate Planning, Insurance Portfolio Construction and Maintenance, Asset Management, and Charitable Gifting and Financial Planning.

Daily Tasks:

• Provides administrative support to one senior top producer.
• Maintains frequently changing calendars through Outlook.
• Maintain CRM and Salesforce for New Prospects and Current Clients
• Coordinates all aspects of meetings and conference calls.
• Assists with creation/modification of presentations, spreadsheets, and other various documents.
• Assists with submitting and processing new account applications.
• Assists with preparing client quarterly review documents.
• Organizes and secures highly confidential client, company and advisor information.
• Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint). Salesforce Experience not required but is a big plus.

Qualifications

• Prior experience supporting a team or senior level executive.
• Prior experience working in a highly matrixed organization.
• College degree preferred.
• Expertise in multi-tasking, organizing, and prioritizing a must.
• Strong written and verbal communication skills.
• Detail-oriented with ability to work independently and prioritize workload.
• Demonstrates a high level of integrity and professionalism; exercises sound judgment.
• Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment.
• Ability to manage meeting schedules across time-zones & geographies.
• Comfortable working in a virtual setting
• Quick response times.

Application Requirements: Please do not apply without all 3!

1. Resume

2. Cover Letter

3. Linkedin

Please send application requirements to shannyl.baez@equitable.com

About Equitable Advisors

Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde. In 1991, French insurance firm AXA acquired majority control of The Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company.

Our COVID-19 policy

The health and wellbeing of our employees is a priority. We continue to focus on providing a safe workplace for our people, our stakeholders and those who visit us, and are committed to contributing to the safety of the communities where we live and work.

In line with evolving health regulations and many of our industry peers, we require all Equitable employees in the United States to be fully vaccinated against COVID-19 and provide proof of full vaccination in order to attend the office and to participate in external meetings and business travel, unless a reasonable accommodation is approved or as otherwise required by law.

Our commitment to Diversity, Equity and Inclusion

The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Equitable, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Equitable also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

Job Type: Full-time

Pay: From $21.00 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• New York, NY 10007: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Administrative: 1 year (Required)
• Calendar Management: 1 year (Required)

Work Location: One location

jackharris.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jackharris.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jackharris.com is the ideal place to find your next job.