Equitable · 2 days ago
Executive Vice President Administrative Assistant
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BankingConsulting
Insider Connection @Equitable
Responsibilities
Calendaring
Working with advisors and staff on issue escalation
Creation of meeting agendas and Powerpoint presentations
Assist in recruiting efforts through sourcing candidates and scheduling interviews
Expense submission
Meeting organization and training
Client servicing
Miscellaneous projects
Qualification
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Required
Able to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Proactive decision-making skills
Strong ability to collaborate
Strong 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 daily
Preferred
Bachelor’s degree preferred
2+ years of experience in business a plus
Benefits
Medical
Dental
Vision
401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Funding
Current Stage
Late StageRecent News
2024-06-03
Business Wire
2024-05-21
2024-05-21
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