Operations Support Coordinator

4 weeks ago


Raleigh, United States Equitable Advisors Full time

OPERATIONS COORDINATOR / OFFICE MANAGER


Job Description


Equitable Advisors is seeking a detail-oriented/multi-tasking Operations Coordinator. This individual will be the key person to support the office with operational tasks and miscellaneous day to day needs and will need to be open to learning new things and owning their role. Role will administer company policy at the local level (Raleigh Office / Carolinas Branch).


Responsibilities:


  • Manage Office / Branch Daily Needs
  • Front desk coverage
  • Coordinate space, supply, equipment needs
  • Serve as local point of contact
  • Accounts Payable / Bill Payment
  • Conference Room, Technology and Branch Network Troubleshooting
  • Mail review and distribution, working closely with compliance
  • Device and security management
  • Provide support, information, and guidance to Advisors and Leadership Team
  • Submitting Level 1 tickets
  • Order pantry and office supplies
  • Stock copiers/fax machines
  • Miscellaneous projects. to include submitting bills through Ariba
  • Device and security management
  • New advisor technology set-up consisting of establishing and resetting passwords, allowing new advisor to gain access to Equitable systems and Mobile device enrollment


Qualifications:


  • Able to resolve conflict, problems, and function independently
  • 1-2 years of experience in business is preferred
  • Strong leadership skills
  • Strong technical aptitude
  • Quick to learn and implement, regardless of result
  • Proactive decision-making
  • Can organize tasks and prioritize
  • Meets deadlines
  • Knows how to guide people through a process
  • Displays good judgment & partners where necessary
  • Understands the need for confidentiality at all levels of work
  • Ability to serve as a contact to and communicate with financial professionals with diplomacy and tact
  • Able to work closely with both the leadership team and advisors
  • Effective Communication Skills


Needs to be able to work in our Raleigh office Monday - Friday from 8 - 5.



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