Business Operations Coordinator

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. We are seeking a highly organized, service-driven Business Operations Coordinator to join our team in Syracuse, NY. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

Responsibilities

• Coordinate digital communications, including management of centralized inbox, on behalf of the Remote Advice team
• Manage to Service Level Agreements for timely responses to email communications and phone calls
• Manage the postal mail, including outgoing/incoming mail on behalf of Financial Professionals
• Assist in the onboarding of new hires, including coordination of office equipment (laptops and other electronics)
• Support ad hoc operational and local administrative tasks (Microsoft Excel, Word, PowerPoint general knowledge) to support Remote Advice goals
• Manage the Remote Advice Field Program operations (Advisor Assist, Service Release, etc.) and work closely with the management team to support KPIs

Schedule

This position is a full-time, hybrid role requiring at least 3 days a week in the Syracuse office with core hours (8:00 AM–5:00 PM EST).

Pay

The base salary range for this position is $56,000–$60,000. 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

For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the Equitable Pay and Benefits: Equitable Total Rewards Program.

Requirements

• Accuracy and attention to detail
• Office administration experience
• Effective communication skills
• Ability to manage multiple tasks
• Ability to complete tasks in a timely and accurate manner, such as Salesforce.com and Field Program activities
• Responsible for ensuring new employees have the tools they need to successfully start on the team, working closely with hiring managers
• Responsible for ensuring proper logistics and communications are in place for in-person and virtual events

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
• Interpersonal Relationships: Knowledge of 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 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.