Executive Administrative & Operations Partner

equitable; Deerfield (IL); On-site; USD 54,000 - 65,000; Full time

Job summary

Equitable in Deerfield, IL seeks a full-time, in-office Administrative and Operational Specialist to support the Branch Manager and EVP. You will ensure seamless day-to-day operations, enhance advisor support, and drive efficiency in a fast-paced environment.

This role requires meticulous calendar and travel coordination, expense processing, meeting planning, and cross-team collaboration to deliver reliable, high-impact results.

Qualifications

• Bachelor's degree in business administration, communications, or related field, or equivalent work experience.
• 3+ years of administrative, executive support, or operations experience, preferably supporting senior leadership.
• Proven ability to manage complex calendars, travel coordination, and expense processing with accuracy and discretion.
• Experience in a fast-paced environment with ability to prioritize multiple responsibilities.
• Strong organizational, time management, and problem-solving skills with attention to detail.
• Excellent written and verbal communication, interacting across all levels of the organization.
• Ability to work independently and collaboratively with cross-functional teams.
• Professionalism and confidentiality when handling sensitive information.
• Proficiency in Microsoft Office Suite and familiarity with calendar tools and expense management.
• Experience supporting operations, process improvement, or project coordination is a plus.

Responsibilities

• Provide high-level administrative and operational support to the Branch Manager and EVP, ensuring seamless day-to-day operations.
• Manage executive calendar, travel, process expenses, and lead meeting planning and branch communications.
• Partner with Complex Operations Managers and EVP Assistants to drive alignment and ensure operational consistency across the Complex.
• Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management.
• Serve as a high-impact, high-visibility contributor with accountability across a broad range of business activities.
• Lead problem-solving initiatives by identifying challenges and implementing solutions to enhance advisor support for established Associates and Districts.
• Work cross-functionally to streamline procedures, improve processes, and execute initiatives that drive measurable business outcomes.

Skills

Accuracy and Attention to Detail

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Office Administration

Problem Solving

Education

Bachelor's degree or equivalent work experience in business/communications

Tools

Microsoft Office Suite

Expense management tools

Job description

Equitable in Deerfield, IL seeks a full-time, in-office Administrative and Operational Specialist to support the Branch Manager and EVP. You will ensure seamless day-to-day operations, enhance advisor support, and drive efficiency in a fast-paced environment.

This role requires meticulous calendar and travel coordination, expense processing, meeting planning, and cross-team collaboration to deliver reliable, high-impact results.