Operations Coordinator jobs in United States
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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
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H1B Sponsor Likelynote

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

Microsoft Office SuiteData GatheringManaging Multiple PrioritiesOrganizational skillsEffective Communications

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

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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 Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
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Company data provided by crunchbase