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Equitable · 1 day ago

Office Manager

Woodbridge, NJ

Full-time

Onsite

Mid Level

$60K/yr - $75K/yr

4+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a dynamic Office Manager to provide operating support to the Operations team, ensuring the day-to-day operations of the Woodbridge location are executed effectively while partnering with key Operations Staff.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Local operations champion and is a key resource to the Complex Operating Manager and Operations Manager for Atlantic Liberty

Local point of contact for all new associates

Guides PEP thru onboarding process and follows up with regard to outstanding requirements

Schedules 1:1 meetings with DMs to ensure all candidate flow is accurate

Completes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folder

Works with DMs to ensure data in Smartsheet is accurate

Works in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication

Work closely with the Operations Manager to support recruiting efforts, including setting up job posts, exploring new platforms, sourcing/follows up w/ leads and support in Smartsheet accuracy and updates

Facilitate monthly Managers meetings, include offsite events

Events planner for all branch events

Create, edit and release monthly newsletters

Supports Branch-Wide communications and works in concert with COM to communicate key items

Is the location liaison and works with building management

Is a backup to checks, correspondence, and other critical mail processing

Back up for printing and stationary for office are supplied and order as necessary

Ensures marketing materials are ordered and inventory is maintained

Backup to technology troubleshooting and works with Technology Manager as needed

Backup for organizes moving with local vendors if FP’s move and move out of office

Back up to support in management of conference rooms

Backup to enforcement of health and safety and SOP

Additional responsibilities as needed

Qualification

Bachelor's degreeMicrosoft Office SuiteFinancial industry experienceProject AdministrationManaging Multiple PrioritiesDocument ManagementAnalytical skillsEffective CommunicationsConflict resolution

Required

Bachelor's degree required

4+ years' experience, financial industry experience a plus

Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel

Excellent written and verbal communication skills

Proven record of guiding people thru a process

Strong analytical and critical thinking skills with keen interest to further develop these abilities

Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines

Experience working on projects with multiple, cross-functional stakeholders

Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact

Quick to learn and implement, regardless of result

Able to resolve conflict, problems, and function independently

Understands the need for confidentiality at all levels of work

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)