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Equitable · 3 weeks ago

Administrative Assistant and Project Coordinator

UNITED STATES-NC-Charlotte

Full-time

Onsite

Entry Level

2+ years exp

Equitable is an organization committed to helping clients secure their financial well-being. The role of Administrative Assistant and Project Coordinator involves providing a full range of administrative and project support to the Broker Dealer department, including scheduling meetings, managing office tasks, and assisting with onboarding new hires.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Schedule and document weekly management meetings; follow up on action items

Manage office support tasks such as invoice processing and supply maintenance

Assist new hires with onboarding and system setup

Handle travel and scheduling for Broker Dealer directors

Work with the team to organize conferences and field visits, prepare presentations, and manage logistics

Support ad hoc projects across marketing, communications, operations, and product functions

Qualification

Financial services experienceSeries 7 certificationSeries 63/6 certificationOffice administrationInterpersonal relationshipsManaging multiple prioritiesEffective communicationsProblem solvingAttention to detail

Required

Bachelor's Degree

Preferred

2+ years of financial services experience

A desire to obtain Series 7 and 63/6

Proficiency in generating and maintaining accurate and timely reports that inform decision making and track organizational performance

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)