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Equitable · 2 days ago

Executive Assistant (HYBRID or REMOTE)

United States

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $85K/yr

5+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a highly organized and professional Executive Assistant to provide administrative support to the Individual Retirement senior leadership team, managing schedules, coordinating meetings, and handling confidential information.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Schedule and organize complex activities such as meetings, domestic and international travel, video conferences

Partners with the IR Sales Operations Manager in the planning and coordination of town hall/All-Hands meetings and department activities for Head of Individual Retirement

Works efficiently to manage schedule to ensure efficient and effective use of time

On-board/off-board the Head of Individual retirements direct reports

Assists in escalations/resolutions of technology or system issues for all non-distribution team members

Ability to compose and draft correspondence, including emails, and letters

Monitors, assists, and escalates expense issues and reviews expense report for the Head of IR

Assists with expense escalations for all non-distribution team members

Handle confidential and sensitive information with the utmost integrity

Work independently on ongoing and ad-hoc projects

Partners with Performance Lead on the scheduling of quarterly OKRs

Maintains active status of all FINRA licenses and CE training for Head of IR and Direct Reports

Send out monthly anniversary and birthday announcements to IR Tribe & Sales

Handles all registrations for EQH related conferences for Head of IR and Direct Reports

Submission of monthly invoices through Ariba for Head of IR and Direct Reports

Qualification

Microsoft OfficeExpense ManagementOrganizational SkillsConcurAribaInterpersonal RelationshipsManaging Multiple PrioritiesEffective CommunicationsProblem Solving

Required

Associate degree or equivalent work experience

5+ years of executive/administrative assistance or related experience

Experience with supporting large teams

Advanced knowledge and application of Microsoft Office (Word, Excel, PowerPoint)

Preferred

Experience with expense management and Concur

Experience with Ariba or other similar procurement systems

Excellent verbal/written communications skills, note taking, and proof-reading abilities

Advanced organizational skills and the ability to prioritize tasks and manage multiple projects

Ability to work under pressure of deadlines, yet still ensure timeliness and accuracy

Problem-solving skills, research and data gathering ability, analytical and negotiation skills Independent thinker

High level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated professionalism, poise, tact and diplomacy

Ability to interact and communicate with individuals at all levels of the organization, correspond with other Equitable entities and outside of Equitable

Able to perform duties independently, with minimal or no direct supervision

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)