Administrative Assistant and Project Coordinator

Administrative Assistant and Project Coordinator

At Equitable, our power is in our people. We are 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?

The head of the Broker Dealer department is seeking a highly motivated, detail‑oriented and efficient individual to provide a full‑range of administrative and project support to the team. This role is a unique opportunity to gain experience and exposure across all areas of the Broker Dealer business. We need an enthusiastic go‑getter who wants to learn, excel and grow in the role.

• Schedule and document weekly management meetings; follow up on action items.
• Manage office support tasks such as invoice processing and supply maintenance.
• Assist new hires with onboarding and system setup.
• Handle travel and scheduling for Broker Dealer directors.
• Work with the team to organize conferences and field visits, prepare presentations, and manage logistics.
• Support ad‑hoc projects across marketing, communications, operations, and product functions.

Base salary range: $47,000 - $68,000. 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, including medical, dental, vision, 401(k) plan, and paid time off. For detailed descriptions of these benefits, see the Equitable Pay and Benefits link in the Full Description.

• Bachelor's Degree

• 2+ years of financial services experience
• A desire to obtain Series 7 and 63/6
• Proficiency in generating and maintaining accurate and timely reports that inform decision making and track organizational performance.

• 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.
• Interpersonal Relationships – Knowledge of techniques and 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, and techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

At Equitable, we’re a team committed to helping our clients secure their financial well‑being so 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…