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

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.

• 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 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

• 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 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;…