Job Information
Equitable Operations Coordinator (Onsite) in Oklahoma City, Oklahoma
Operations Coordinator (Onsite) ( 240000GQ )
Primary Location : UNITED STATES-OK-Oklahoma City
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
This role is located in Oklahoma City, Oklahoma and is required to be onsite.
Job responsibilities:
Office and systems administration - Responsible for the day-to-day operations of the office, including support of management, associates, and staff. Manage all office business systems and related vendors including facilities management, network infrastructure, security system, copiers, and end user computers usage. Responsible for organizing and maintaining all local branch files and records.
Problem-solving skills – The ability to pivot and be able to move to options or people to help in situations that develop on a daily basis to support the Advisors and Complex staff.
Proficient in Microsoft Office tools (Outlook, excel, Word) - application of available tools to build a financial planning practice as well as the benefits of being associated with the firm requiring coordination with other branch specialists. Tracking and reporting support to ensure the branch coordinates onboarding with broader organization requirements.
Ability to collaborate and communicate with all levels of internal/external clients & advisors with diplomacy and tact. - Collaborate and coordinate with the branch team to manage a complex, interrelated system focused on tracking and managing candidates to join the firm
Strong verbal and written communication skills - Events will range from small local management sessions up to larger events such as an Awards Banquet or Education Conference with 400 participants for the region. Will participate in the development of the project concept, agenda/speakers, venue selection/logistics and communications to target audience.
The base salary range for this position is $50,000-$55,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
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Qualifications
Required Qualifications
Experienced technical aptitude
Able to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Proactive decision-making skills
Ability to collaborate
Proven Communication skills
Can organize tasks and prioritize
Proficient in Microsoft Suite
Meets deadlines
Knows how to guide people thru a process
Displays good judgment & partners where necessary
Understands the need for confidentiality at all levels of work
Ability to serve as a contact to and communicate with financial professionals with diplomacy and tact
Preferred Qualifications
Bachelor’s degree preferred
1 years of experience in business is preferred
1 Years experience in Event Planning a plus
1 Years experience in Financial Services a plus
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.
K nowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; 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.
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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 240000GQ