Equitable ยท 1 day ago
Operations Coordinator
Equitable is a company committed to helping clients secure their financial well-being. The Operations Coordinator role involves guiding financial advisor candidates through recruiting and onboarding processes, providing administrative support for office operations, and collaborating with team members to ensure smooth workflow.
BankingConsultingFinancial Services
Responsibilities
Guide financial advisor candidates through recruiting and onboarding processes
Partner with branch leadership to plan, organize, and execute campaigns and events
Assist with calendar management and special projects for the Senior Vice President (SVP)
Provide administrative support for office operations, including greeting clients, processing mail, and ordering office supplies
Collaborate with team members to ensure smooth workflow and timely completion of tasks
Qualification
Required
Bachelor's degree or equivalent work experience
1+ years of hands on administrative or professional work experience
Preferred
Strong organizational skills with the ability to prioritize tasks and meet deadlines
Proficiency in Microsoft Office Suite and willingness to learn new systems and tools
Demonstrated good judgment, attention to detail, and ability to maintain business confidentiality
Benefits
Medical
Dental
Vision
A 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.
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)
Funding
Current Stage
Late StageLeadership Team
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
Company data provided by crunchbase