What are the responsibilities and job description for the Advisor Support position at Equitable?
Advisor Support
(2200011W)
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?
- Local point of contact for all new associates
- Works with Technology Manager to ensure PEP receives materials and technology
- Guides PEP thru onboarding process
- Assists with exam prep and scheduling
- Is a partner with Onboarding Manager
- Works with DMs in office around interview prep material and organizes.
- Works with DMs to ensure data in Smartsheet is accurate
- Ensures DMs have resources for meetings
- Preps interview materials for DMs
- Works in concert with Talent Acquisition and follows up w/ leads as needed
- Bachelors degree preferred
- 1 years experience in office setting preferred
- Able to resolve conflict, problems, and function independently
- Leadership skills
- Quick to learn and implement, regardless of result
- Proactive decision-making
- Organize tasks and prioritize
- Meets deadlines
- Guides and understands processes
- Displays good judgment & partners where necessary
- Understands the need for confidentiality at all levels of work
- Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact
Skills
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
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.
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.
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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.
Salary : $62,900 - $79,700
