Sign in
Post Jobs

Sr/Lead Associate, Advisor Support Coordinator

All Types

Website Equitable

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?
The Northern Complex in Wealth Management is looking for a Sr/Lead Associate, Advisor Support Coordinator. This person will report into the Complex Ops Manager and will be responsible for supporting the DSF in the Williamsville, NY office.
Responsibilities include: Direct DSF support for entire office: Business Processing Assistance, Paperclip, District Support such as prep meetings, maintaining new appt folders, client communicatons, recruiting support, VP support, such as clalendar management, expenses and client services and office seminar support, such as, manage seminar invites and RSVPs, coordinate with local venues, provide all compliance support and follow up needed.Intermediate problem solving skills
Research and data gathering ability
Analytical skills
Basic negotiation skills
Strong organizational skills
Excellent verbal and written communication skills
Ability to prioritize tasks
Ability to manage multiple projects
Excellent proofreading ability
Ability to train and mentor employees
Excellent collaboration skills
Role will be performed in office, with flexibility as needed
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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) ###-#### or email us at …

Tagged as: At, Equitable, Our

To apply for this job please visit

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

Share on