Executive Assistant- CES Team

Job Number: 9709

Job Number: 250000DC

External Description: At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

This position will support a high level, energetic, fast paced executive by providing all levels of support from screening and responding to emails, scheduling, travel, expense reporting, presentations and preparing and gathering reports.

Key Job Responsibilities

• Assisting the executive in everyday tasks by handling important emails and messages;
• Sending information to advisors and peers without delay;
• Making travel and lodging reservations including verification and proactive follow up;
• Using word processing, spreadsheets, databases, and presentation software to send out valuable messaging from executive;
• Scheduling; reviewing, prioritizing and responding to emails; answering and returning phone calls; organizing documents; maintaining records; taking notes at meetings and any other administrative tasks that help the executive;
• Being a proactive problem solver with exceptional communication skills, correct usage of grammar and meticulous attention to details;
• Conserving executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; and initiating telecommunications;
• Answering phones, screening visitors, preparing reports, filing and organizing documents, recording meeting outcomes;
• Gathering and preparing all expense reports in a timely fashion;
• Providing back-up to office manager in accounting, mail distribution, phone management and any other task deemed appropriate;
• Providing new business support as time allows. This may include advisor registration, LIPQ entries, APS follow ups, and other work deemed necessary by management;
• Maintaining executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences and travel accurately and proactively;
• Maintaining professionalism and confidentiality in all aspects of the position;
• Preparing minutes of meetings, memos, reports, letters, and other documents.

The base salary range for this position is $47 ,000 - $68 ,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.

Equitable Pay and Benefits : Equitable Total Rewards Program
Required Qualifications

• 3-5 years successful experience in related position
• Excellent written and verbal communication skills
• Time-management skills
• Ability to pay attention to detail
• Good understanding and usage of frequently used computer software and programs, such as Microsoft Office, Power Point, Excel and Teams
• Interpersonal skills with focus on concierge level service
• Flexibility in schedule as needed
• Intermediate level of problem-solving skills, research and data gathering ability, analytical skills
• Independent thinker

Preferred Qualifications

• Industry knowledge preferred
• Bachelor degree preferred

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.

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ABOUT EQUITABLE

At Equitable, we're a team of over ten thousand strong; 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.

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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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Executive Assistant- CES Team

Location_formattedLocationLong: Springfield, Illinois US