Operations and Administrative Partner

Equitable; Deerfield (IL); On-site; USD 53,797 - 65,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Equitable is seeking an experienced administrative professional in Deerfield, Illinois. This role involves providing high-level operational support to the Branch Manager and EVP, ensuring smooth day-to-day business operations, managing schedules, and coordinating travel.

The ideal candidate will have a Bachelor’s degree or equivalent experience, 3+ years in administrative support, and proficiency in Microsoft Office. We offer a competitive salary and a full range of benefits, fostering a collaborative team environment.

Qualifications

• 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 high accuracy.
• Strong organizational, time-management, and problem-solving skills with attention to detail.

Responsibilities

• Provide high-level administrative support to the Branch Manager and EVP.
• Manage executive calendar, coordinate travel, and process expenses.
• Collaborate with the Office Coordinator to oversee daily office operations.

Skills

Accuracy and Attention to Detail

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Office Administration

Problem Solving

Education

Bachelor’s degree in business administration, communications, or a related field

Tools

Microsoft Office Suite

Job description

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.

Responsibilities

• 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

Compensation

The base salary range for this position is $53,797 – $65,000. Actual base salaries vary based on skills, experience, and geographical location. Equitable also offers performance‑based increases, spot bonuses, and short‑term incentive compensation opportunities.

Benefits

Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

Qualifications

• 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
• Experience supporting operations, process improvement, or project coordination initiatives is a plus

Skills

• Accuracy and Attention to Detail: Ability to complete tasks with high levels of precision.
• Effective Communications: Understanding and applying communication concepts, tools, and techniques to transmit, receive, and interpret ideas and information accurately.
• Interpersonal Relationships: Ability to work with a variety of individuals and groups constructively and collaboratively.
• Managing Multiple Priorities: Effective self‑management practices to prioritize multiple concurrent objectives, projects, or activities.
• Office Administration: Ability to carry out ongoing office administration tasks 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.

About Equitable

Equitable is committed to helping 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 employees 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 with growth, internal mobility, comprehensive compensation, and benefits that support overall well‑being, flexibility, and a culture of collaboration and teamwork.

EEO Statement

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.

Accommodations

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 (212) 314‑2211 or email [e-mail].

Work location and schedule

Primary location: UNITED STATES‑IL‑Deerfield

Schedule: Full‑time