SVP Administrative Assistant, Philadelphia ( 210000O5 )
Primary Location : UNITED STATES-PA-Bala Cynwyd
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?
Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
The Philadelphia Branch, of Equitable Advisors, has had a presence in the community for over five decades. A legacy established by two legends within Equitable, they have over 300 Financial Professionals and team member supporting clients within the Greater-Philadelphia and suburban New Jersey area.
The Philadelphia office is seeking a detail-oriented/multi-tasking Lead Associate, SVP Assistant. This person will report directly to the Local Operations Manager.
Responsibilities include but not limited to:
Support of the branch SVPs
Creating, updating, maintaining DM/advisor reports
Assisting with calendars
Meeting logistics and creating the meeting agenda
Sourcing candidates
Assisting with branch office responsibilities, as needed
#LI-EQH1
Qualifications
Minimum Qualifications:
Bachelor’s degree preferred
2 years of experience in business a plus
Preferred Qualifications:
Ability to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Proactive decision-making skills
Ability to collaborate
Verbal and Written communication skills
Proficient with MS Office Suite
Required to work with confidential material – must be discreet and trustworthy
Role is expected to be in office
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) 314-2211 or email us at [email protected].
Req ID: 210000O5
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