Business Operations Coordinator

Job Description - Business Operations Coordinator (260000FE)

Business Operations Coordinator ( 260000FE )

Equitable

Full-time

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe’vehoned since 1859. We areseekinga 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 branchoperatingseamlessly while delivering an exceptional experience to both our clients and internal teams.

• 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 on behalf on 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

This position is a full-time, hybrid role, requiring at least 3 days a week in the Syracuse office location with core hours (8:00 AM–5:00 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

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 onleveland functional area of responsibility.

For eligible employees, Equitableprovidesa full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, pleasereferencethe link below.

Accuracy and attention to detail, office administration, effective communication, and ability to manage multiple tasks.

Completing tasks in a timely and accurate manner, such as  and Field Program activities.

Responsible for ensuring our new employees have the tools they need to successfully start on team, working closely with hiring managers.

Responsible for ensuring proper logistics/communications in place for in person and virtual events.

Office administration may include supporting leaders with mail, large meeting preparation, and/or engagement activities with team.

• Accuracy and Attention to Detail:Understanding the necessity and value of accuracy; ability to complete tasks withhigh levelsof precision.
• Effective Communications:Understanding of effective communication concepts,toolsand 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,…