EVP Administrative Assistant

Job Description - EVP Administrative Assistant (2600004U)

Equitable

Full-time

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.

The Empire Branch is seeking a detail-oriented/multi-tasking Executive Vice President Administrative Assistant in the Syracuse, NY office.

• Manage complex, high-volume calendar.
• Coordinate meeting logistics, including agenda preparation, material distribution, action-item tracking, and follow-up documentation.
• Manage end-to-end expense administration for EVP as assigned, including timely submission, tracking, and reconciliation of expense reports.
• Review expenses for accuracy, proper documentation, and compliance with company travel and expense policies prior to submission.
• Coordinate with Finance, Accounts Payable, and Travel teams to resolve discrepancies, address exceptions, and ensure timely reimbursement.
• Track recurring and ad-hoc expenses, maintain supporting records, and provide summaries or documentation for audits and leadership review as requested.
• Prepare, edit, and format presentations, reports, and related materials with a high level of accuracy, confidentiality, and professionalism.
• Maintain electronic files and records in accordance with company policies, governance standards, and regulatory requirements.
• Handle sensitive financial, and personal information with the highest level of confidentiality and integrity.
• Support branch office operations by coordinating administrative systems, tools, and supplies with Office Coordinator.
• Contribute to special projects, process improvement initiatives, and overflow administrative work related the branch location.
• Daily branch administrative duties to support the Branch and EVP.
• Anticipate administrative needs and proactively support leadership and team priorities.
• Build and maintain effective working relationships with other business areas.
• Coordinate with team members for event planning and execution.

The base salary range for this position is $50,000 - $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.

• 3+ years in Executive Administrative Experience
• Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, Word).
• Ability to manage multiple priorities with accuracy and attention to detail.
• Demonstrated ability to handle confidential information with discretion.
• High degree of professionalism, judgment, and problem solving capability.

Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.

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.

Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.

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.

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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…