Business Operations Coordinator

About the Role


At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. We are seeking a highly organized, service-driven Business Operations Coordinator to join our team in Syracuse NY. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

What You'll Be Doing

• Coordinate digital communications, including management of centralized inbox, on behalf of the Remote Advice team
• Manage to Service Level Agreements for timely responses to email communications and phone calls
• Manage the postal mail, including outgoing/incoming on behalf on Financial Professionals
• Assist in the onboarding of new hires, including coordination of office equipment (laptops and other electronics)
• Support ad hoc operational and local administrative tasks (Microsoft excel, word, PowerPoint general knowledge) to support Remote Advice goals
• Manage the Remote Advice Field Program operations (Advisor Assist, Service Release, etc.) and work closely with the management team to support KPIs

This position is a full-time, hybrid role, requiring at least 3 days a week in the Syracuse office location with core hours (8:00 AM-5:00 PM EST) to ensure consistent, real-time support and a high-quality customer experience.


The base salary range for this position is $56,000- $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.


For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.


Equitable Pay and Benefits: Equitable Total Rewards Program

Qualifications

What You Will Bring

• Accuracy and attention to detail, office administration, effective communication, and ability to manage multiple tasks.
• Completing tasks in a timely and accurate manner, such as salesforce.com and Field Program activities.
• Responsible for ensuring our new employees have the tools they need to successfully start on team, working closely with hiring managers.
• Responsible for ensuring proper logistics/communications in place for in person and virtual events.
• Office administration may include supporting leaders with mail, large meeting preparation, and/or engagement activities with team.

Skills

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.


About Equitable


At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.


We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.


We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.


We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.


Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.


NOTE: Equitable participates in the E-Verify program.


If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at View phone number on click.appcast.io or email us at View email address on click.appcast.io .