Executive Operations Partner

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Job summary

Equitable is seeking an Executive Branch Administrator to provide high-level administrative and operational support to the Branch Manager and EVP in a full-time, in-office role. The position partners with cross-functional teams to ensure smooth day-to-day operations and drive efficiency.

The role requires strong calendar management, travel coordination, discreet handling of information, and a proactive approach to improve advisor support across the district.

Qualifications

• Bachelor's degree in business administration, communications, or related field, or equivalent work experience.
• 3+ years of administrative, executive support, or operations experience.
• Proven ability to manage complex calendars, travel coordination, and expense processing with high accuracy and discretion.
• Experience in fast-paced environments with ability to prioritize multiple responsibilities.
• Strong organizational, time management, and communication skills.
• Ability to work independently and with cross-functional teams; maintain confidentiality.
• Proficiency in MS Office (Outlook, Excel, PowerPoint, Word) and calendar/expense tools.

Responsibilities

• Provide high-level administrative and operational support to the Branch Manager and EVP.
• Manage executive calendar, coordinate travel, process expenses, and lead meeting planning and communications.
• Partner with Complex Operations Managers and EVP Assistants to drive alignment and consistency.
• Collaborate with the Office Coordinator to oversee daily office operations including mail, rooms, and supplies.
• Serve as a high-impact contributor with accountability across a broad range of business activities.
• Lead problem-solving initiatives to enhance advisor support for Associates and Districts.
• Work cross-functionally to streamline procedures and drive measurable business outcomes.
• Experience in operations, process improvement, or project coordination is a plus.

Skills

Accuracy and Attention to Detail

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Office Administration

Problem Solving

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Office Suite

Job description

Executive Branch Administrator (260000CA)

Organization

: Equitable

Schedule

: Full-time

About the Role

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 is a key role supporting core business operations by delivering high-level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This highly visible position partners with cross-functional teams to ensure seamless day-to-day operations, enhance advisor support, and drive operational efficiency. The role is ideal for a proactive, detail-oriented professional who thrives in a fast-paced environment and is committed to delivering meaningful business results.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

What You’ll Be Doing

• Provide high-level administrative and operational support to the Branch Manager and EVP, ensuring seamless day-to-day business operations
• Manage executive calendar, coordinate 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 strong 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
• Experience supporting operations, process improvement, or project coordination initiatives is a plus

The base salary range for this position is $53,797 - $65,000. 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 refer to the link below.

Bachelor's degree in business administration, communications, or a 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 a high degree of accuracy and discretion

Demonstrated experience working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple responsibilities

Strong organizational, time management, and problem-solving skills with exceptional attention to detail

Excellent written and verbal communication skills, with the ability to interact professionally across all levels of the organization

Ability to work independently and collaboratively with cross-functional teams and stakeholders

High level of professionalism, discretion, and confidentiality when handling sensitive information

Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and familiarity with expense management and calendar tools

Skills

• 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 through the application of appropriate communication behaviors.
• Interpersonal Relationships: Knowledge of the techniques and the 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, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

About Equitable

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.

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 [phone] or email us at [e-mail].