Advisor Support

Company: Equitable Advisors
Location: Bellevue
Posted on: January 16, 2022

Job Description:

Advisor Support
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 communities.

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 potential?

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.

Work Experience

Intermediate problem-solving skills
Research and data gathering ability
Analytical skills
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 well-being.

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