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EVP Administrative Assistant (Onsite)
full-timeDenver$65k - $70k

Summary

Location

Denver

Salary

$65k - $70k

Type

full-time

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About this role

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.  

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. 

The Denver, CO Branch is seeking a detail-oriented/multi-tasking Executive Vice President Administrative Assistant in the Denver office.

What You’ll Be Doing

  • Calendar Management
  • Creation of meeting agendas and Powerpoint presentations
  • Expense Management
  • Meeting Coordination
  • Reporting
  • Day-to-day support of branch office, in collaboration with Office Coordinator Day-to-day support of branch office, in collaboration with Office Coordinator
  • Event planning
  • Advisor and client management

 

The base salary range for this position is $65,000- $70,000. 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

 



What You’ll Be Doing

  • 3 years administrative experience
  • Expert at MS Office
  • Strong Powerpoint
  • Ability to function independently and work well with a team
  • Very detailed and highly organized
  • Proactive decision-making skills
  • Strong ability to collaborate
  • Strong communication skills
  • Problem Solver
  • Team focused Individual

     

     

     

Preferred Qualifications

  • Bachelor’s degree preferred

     

Skills

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; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

 

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. 



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 [email protected]

Other facts

Tech stack
Calendar Management,Meeting Coordination,Expense Management,Reporting,Event Planning,Advisor Management,Client Management,MS Office,Powerpoint,Problem Solving,Communication Skills,Team Collaboration,Attention to Detail,Organizational Skills,Proactive Decision-Making,Interpersonal Relationships

About Equitable

We support your focus as a financial advisor

Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review.

Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social
Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Executive Vice President Administrative Assistant will manage calendars, coordinate meetings, and provide day-to-day support for the branch office. Responsibilities also include creating meeting agendas and PowerPoint presentations, managing expenses, and event planning.

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Frequently Asked Questions

What does Equitable pay for a EVP Administrative Assistant (Onsite)?

Equitable offers a competitive compensation package for the EVP Administrative Assistant (Onsite) role. The salary range is USD 65k - 70k per year. Apply through Clera to learn more about the full compensation details.

What does a EVP Administrative Assistant (Onsite) do at Equitable?

As a EVP Administrative Assistant (Onsite) at Equitable, you will: the Executive Vice President Administrative Assistant will manage calendars, coordinate meetings, and provide day-to-day support for the branch office. Responsibilities also include creating meeting agendas and PowerPoint presentations, managing expenses, and event planning..

Why join Equitable as a EVP Administrative Assistant (Onsite)?

Equitable is a leading Financial Services company. The EVP Administrative Assistant (Onsite) role offers competitive compensation.

Is the EVP Administrative Assistant (Onsite) position at Equitable remote?

The EVP Administrative Assistant (Onsite) position at Equitable is based in Denver, Colorado, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the EVP Administrative Assistant (Onsite) position at Equitable?

You can apply for the EVP Administrative Assistant (Onsite) position at Equitable directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Equitable on their website.