Executive Assistant

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?

We are seeking a highly organized and professional Executive Assistant to provide administrative support to several members of the Individual Retirement senior leadership team.

Reporting to the Head of Individual Retirement, the responsibilities of the Executive Assistant include:

• Schedule and organize complex activities such as meetings, domestic and international travel, video conferences
• Partners with the IR Sales Operations Manager in the planning and coordination of town hall/All-Hands meetings and department activities for Head of Individual Retirement
• Works efficiently to manage schedule to ensure efficient and effective use of time
• On-board/off-board the Head of Individual retirements direct reports
• Assists in escalations/resolutions of technology or system issues for all non-distribution team members
• Ability to compose and draft correspondence, including emails, and letters
• Monitors, assists, and escalates expense issues and reviews expense report for the Head of IR
• Assists with expense escalations for all non-distribution team members
• Handle confidential and sensitive information with the utmost integrity
• Work independently on ongoing and ad-hoc projects
• Partners with Performance Lead on the scheduling of quarterly OKRs
• Maintains active status of all FINRA licenses and CE training for Head of IR and Direct Reports
• Send out monthly anniversary and birthday announcements to IR Tribe & Sales
• Handles all registrations for EQH related conferences for Head of IR and Direct Reports
• Submission of monthly invoices through Ariba for Head of IR and Direct Reports

The base salary range for this position is $60,000 - $85,000. 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

Minimum Qualifications:

• Associate degree or equivalent work experience
• 5+ years of executive/administrative assistance or related experience
• Experience with supporting large teams
• Advanced knowledge and application of Microsoft Office (Word, Excel, PowerPoint)

Preferred Qualifications:

• Experience with expense management and Concur
• Experience with Ariba or other similar procurement systems
• Excellent verbal/written communications skills, note taking, and proof-reading abilities
• Advanced organizational skills and the ability to prioritize tasks and manage multiple projects
• Ability to work under pressure of deadlines, yet still ensure timeliness and accuracy
• Problem-solving skills, research and data gathering ability, analytical and negotiation skills Independent thinker
• High level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated professionalism, poise, tact and diplomacy
• Ability to interact and communicate with individuals at all levels of the organization, correspond with other Equitable entities and outside of Equitable
• Able to perform duties independently, with minimal or no direct supervision

Skills:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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.

Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.

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.

Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

About Equitable

At Equitable, we’re a team 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 [email protected].

Primary Location

UNITED STATES-NC-Charlotte

Other Locations

UNITED STATES-NY-New York, UNITED STATES-Remote, UNITED STATES-NY-Syracuse

Organization

Equitable

Schedule

Full-time