%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout the Role%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-bidi-language:EN-US;%22%3EAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission%26nbsp;we’ve%26nbsp;honed since 1859. %26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe are seeking an entry level Communications and Administrative Coordinator in Miami-Dade County , Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ECandidates that fit into our firm’s values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;%3Cstrong%3EWhat You’ll Be Doing%3C/strong%3E%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAnswer phones for the producer(s) in a professional manner. Screen and transfer calls. Take messages if necessary.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAdminister calendar for the Associate/Producer Group.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EInsure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s).%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EFiling. Includes printing brokerage statements and insuring contact histories are updated.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EFollow-up on all new business submitted.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EHelp conduct service work such as address and beneficiary changes.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EMaintain strict confidentiality.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EUse discretion in screening calls and visitors.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EManage and organize calendar.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EUtilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ERespond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EUse experience and knowledge to understand and anticipate administrative needs.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ETrack incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EInitiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint).%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EMaintain files and access filed material in a timely manner when requested.%3C/span%3E%3Cbr%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EGoals: %3C/strong%3EThe goals are how the assistant%27s performance will be measured.%3C/span%3E%3Cbr%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EScheduling:%3C/strong%3E Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder to the client.%3C/span%3E%3Cbr%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EFiling: %3C/strong%3EAll items should be filed in a timely and accurate manner. Contact histories updated in real time.%3C/span%3E%3Cbr%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EFollow-up:%3C/strong%3E Follow-up on all new business submitted within 3 business days. Report and resolve all omissions ASAP%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-color-alt:windowtext;%22%3EThis position is an on-site role working in the Miami, FL office to foster collaboration and connection.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EThe annual base salary range for this position is %2440,000-%2450,000. 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 and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EFor 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 %3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:url(%26quot;data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4=%26quot;);background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3Ereference%3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E the link below.%3C/span%3E%3Cspan class=%22EOP SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-ccp-props=%22{}%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EEquitable Pay and Benefits: %3C/span%3E%3C/span%3E%3Ca class=%22Hyperlink SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;color:inherit;cursor:text;margin:0px;padding:0px;text-decoration:none;user-select:text;%22 href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22 target=%22_blank%22 rel=%22noreferrer noopener%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun Underlined SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-charstyle=%22Hyperlink%22%3E%3Cu%3EEquitable Total Rewards Program%3C/u%3E%3C/span%3E%3C/span%3E%3C/a%3E%3Ca href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/a%3E%3C/p%3E
What You'll Bring
Why Join Us
- Be a part of a growing team that values professional development
- Gain hands-on experience in the financial services industry
- Work in a supporting environment where your contributions make a difference
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. Click Careers at Equitable to learn more.
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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.
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