Administrative Assistant

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. We are seeking a highly organized, service-driven Administrative Assistant to join our team in Woodbridge, NJ. This role is pivotal in delivering an exceptional experience to both our clients and internal teams by driving efficiency, supporting critical business processes, and ensuring our office environment reflects the professionalism and excellence of the Equitable brand.

Onsite – This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:00 AM–5:00 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

Responsibilities

• Manage calendar scheduling and coordination for executives, advisors, and internal stakeholders.
• Serve as a liaison for advisors and employees, assisting with issue escalation and resolution.
• Prepare meeting agendas, presentations, and other executive-level materials using PowerPoint and Microsoft Office tools.
• Support recruiting and onboarding initiatives by sourcing candidates, coordinating interviews, and facilitating the hiring process.
• Coordinate domestic and international travel arrangements and manage executive expense reporting and reimbursement submissions.
• Administer electronic signature requests and document workflows through the Adobe Sign platform.
• Assist with client onboarding, ongoing client service requests, and the documentation and tracking of client complaints.
• Support office operations and contribute to special projects and business initiatives as needed.

Requirements

• Bachelor’s degree required.
• 4+ years of administrative support experience; financial services industry experience preferred.
• Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Word.
• Excellent written and verbal communication skills with the ability to interact effectively across all levels of the organization.
• Demonstrated ability to guide individuals through processes and provide outstanding service and support.
• Strong analytical and critical thinking skills with an aptitude for identifying solutions and improving processes.
• Highly organized with exceptional time management skills and the ability to manage multiple competing priorities.
• Results-oriented professional with a proven ability to meet deadlines in a fast-paced environment.
• Strong interpersonal skills, sound judgment, and a high degree of professionalism and maturity.
• Quick learner with the ability to adapt to changing priorities and implement new processes effectively.
• Ability to independently resolve issues, manage conflicts, and exercise discretion in decision-making.
• Strong commitment to maintaining confidentiality and handling sensitive information appropriately.

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, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Pay

The base salary range for this position is $63,000–$66,000. 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.

Benefits

Equitable provides a full range of benefits for eligible employees, including:

• Medical, dental, and vision coverage.
• 401(k) plan.
• Paid time off.

About Equitable

At Equitable, we’re a team committed to helping our 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 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.