Operations Coordinator (Onsite) ( 240000BH )

Primary Location : UNITED STATES-TX-Houston

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 position is located in Houston, TX and is required to be onsite.

Job responsibilities

• Drives Retirement Benefits Group (RBG) BAU business operations

• Key liaison to HQ partners and helps drive national initiatives to the Complex level

• Key staff role to support the Complex RBG specialist

• Support general operations initiatives and sales support for local branch

• Office and systems administration - Responsible for the day-to-day operations of the office, including support of management, associates, and staff. Manage all office business systems and related vendors including facilities management, network infrastructure, security system, copiers, and end user computers usage. Responsible for organizing and maintaining all local branch files and records.

• Problem-solving skills – The ability to pivot and be able to move to options or people to help in situations that develop on a daily basis to support the Advisors and Complex staff.

• Proficient in Microsoft Office tools (Outlook, excel, Word) - application of available tools to build a financial planning practice as well as the benefits of being associated with the firm requiring coordination with other branch specialists. Tracking and reporting support to ensure the branch coordinates onboarding with broader organization requirements.

• Ability to collaborate and communicate with all levels of internal/external clients & advisors with diplomacy and tact. - Collaborate and coordinate with the branch team to manage a complex, interrelated system focused on tracking and managing candidates to join the firm

• Strong verbal and written communication skills - Events will range from small local management sessions up to larger events such as an Awards Banquet or Education Conference with 400 participants for the region. Will participate in the development of the project concept, agenda/speakers, venue selection/logistics and communications to target audience.

The base salary range for this position is $52,000-$60,000. 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)

#LI-ANCHOR

Qualifications

Required qualifications

• 2 Years Administrative background in the area of sales support

• Successful business acumen

• Proficiency and usage of technology and software

• Confident communication skillset with all levels of management

• Ability to work and manage several projects, workflows or problem resolutions simultaneously

Preferred Qualifications

• Bachelors degree preferred

• Financial industry experience a plus

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.

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: 240000BH