Director of Operations, Financial Advisory Support

Equitable Advisors; New York (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Bonus potential

In-person position only

Job summary

Equitable Advisors is seeking a full-time administrative professional to work closely with an advisor in our New York office. The role requires initiative, integrity and strong communication, with a focus on meeting tight deadlines and high standards.

Primary duties include calendar coordination, document handling, travel arrangements, and supporting reports. In-person work is required, with opportunities for growth into operations leadership and team management.

Qualifications

• Bachelor's degree and a couple years of experience as a baseline.
• Strong interpersonal, customer service and communication skills are essential.
• Ability to multitask and manage multiple priorities in a fast-paced environment.

Responsibilities

• Handle and coordinate active calendars for advisors.
• Schedule, reschedule and confirm meetings.
• Ensure file organization based on office protocol.
• Provide ad hoc support around the office as needed.
• Organize and schedule appointments and meetings.
• Maintain contact lists and distribute correspondence.

Skills

Interpersonal skills

Customer service

Communication

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Equitable Advisors is seeking a full-time administrative professional to work closely with an advisor in our New York office. The role requires initiative, integrity and strong communication, with a focus on meeting tight deadlines and high standards.

Primary duties include calendar coordination, document handling, travel arrangements, and supporting reports. In-person work is required, with opportunities for growth into operations leadership and team management.