Company: Equitable Advisors
Posted on: January 16, 2022
Job Level: 5C
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those
differences make us stronger as a team and a force for good in our
Here, you'll work with dynamic individuals, build your skills, and
unleash new ways of working and thinking.
Are you ready to join an organization that will help unlock your
Responsibilities include: Direct DSF support for entire office:
Business Processing Assistance---, Paperclip, District Support such
as prep meetings, maintaining new appt folders, client
communications, recruiting support (candidate messaging, interview
scheduling, tracking and status updates) , VP support, such as
calendar management, expenses and client services and office
seminar support, such as, manage seminar invites and RSVPs---,
coordinate with local venues---, provide all compliance support and
follow up needed.
Role will be performed in office, with flexibility as needed and
travel required to other offices.
Intermediate problem-solving skills
Research and data gathering ability
Basic negotiation skills
Strong organizational skills
Excellent verbal and written communication skills
Ability to prioritize tasks
Ability to manage multiple projects
Excellent proofreading ability
Ability to train and mentor employees
Excellent collaboration skills
Role will be performed in office, with flexibility as needed.
The Pacific Complex merges four premier organizations within
Equitable Advisors: The PacificNW Branch, The Northern
California/Hawaii Branch, The Southern California Branch, and the
Southwest Branch. Led by Complex President Don O'Donnell, the
Pacific Complex has over 700 team members covering the Western
United States with team members based in Alaska, Arizona,
California, Hawaii, Idaho, Nevada, Oregon, and Washington. With
over $18 billion in Assets Under Management (AUM), this
geographically expansive complex is committed to empowering their
clients to pursue what's possible on their path to financial
The PacificNW Branch of Equitable Advisors has been a constant in
the greater Seattle and Portland communities for over 50 years.
Situated in Bellevue, Washington and Portland, Oregon their offices
are reflective of the community and house over 75 Financial
Professionals and Staff support members with an additional 50+ team
members integrated throughout the Northwest.
Keywords: Equitable Advisors, Bellevue , Advisor Support, Other , Bellevue, Washington
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