Senior Operations Consultant

2 months ago

Woodbridge, United States Equitable Advisors Full time

** POSITION IS ON-SITE IN WOODBRIDGE NJ


Job responsibilities

  • Local operations champion and is a key resource to the Compex chief Operating Officer for the Northeast
  • Local point of contact for all new associates
  • Delivers technical onboarding support for all new advisors and works with Technology/Digital Leads
  • Guides PEP through the onboarding process and follows up with regard to outstanding requirements
  • Schedules 1:1 meetings with district managers to ensure all candidate flow is accurate
  • Completes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folder
  • Works with district managers to ensure data in Smartsheet is accurate
  • Works in concert with Talent Acquisition and sources/follows up w/ leads as needed
  • Supports Branch-Wide communications and works in concert with COO to communicate key items
  • Is the location liaison and works with building management
  • Works in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication
  • Facilitate monthly Managers meetings, include offsite events
  • Support all branch events
  • Create, edit and release monthly newsletters
  • Is a backup to checks, correspondence, and other critical mail processing
  • Back up for printing and stationary for office are supplied and order as necessary
  • Ensures marketing materials are ordered and inventory is maintained
  • Backup to technology troubleshooting and works with Technology Manager as needed
  • Backup for organizes moving with local vendors if FP’s move and move out of office
  • Back up to support in management of conference rooms.
  • Backup to enforcement of health and safety and standard operation procedures


Required and/or preferred qualifications

  • Bachelor’s degree required
  • 2+ years' professional business experience, financial industry experience a plus
  • Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel
  • Excellent written and verbal communication skills
  • Proven record of guiding people through a process
  • Strong analytical and critical thinking skills with keen interest to further develop these abilities
  • Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines
  • Strong interpersonal skills, maturity and good judgment
  • Experience working on projects with multiple, cross-functional stakeholders
  • Highly organized and results-motivated
  • Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact
  • Quick to learn and implement, regardless of result
  • Able to resolve conflict, problems, and function independently
  • Understands the need for confidentiality at all levels of work

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