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Development Coordinator

1 month ago

Woodbridge, New Jersey, United States Equitable Advisors Full time

Job responsibilities

  • Local facilities champion and is a key resource to the Complex Operations Manager and Chief Operating Officer for the Northeast
  • Role will manage the day-to-day facilities of Woodbridge and ensure that BAU (business as usual) tactical items are completed timely and accurately.
  • Role will support the Woodbridge, NJ office which currently has over 100 advisors and staff.
  • Role will manage and process mail, log checks, handle correspondence, and other critical mail processing daily and send to appropriate service areas for timely processing.
  • Location liaison, works with building management, and site contact for corporate real estate projects
  • Will maintain inventory of supplies for printing and stationary and order as necessary.
  • Assisting with occupants whom move in, move out, or change location, and organizes moving with local vendors if needed.
  • Role will maintain occupancy reports and phone directories and update timely.
  • Responsible for implementing specific tasks associated with onboarding and terminating of advisors and staff
  • Assisting in ordering technology and solving Level 1 Tech Issues and works with Technology Manager as needed
  • Assist in sourcing for the Managers that report to Woodbridge and perform sourcing activities during non-peak business hours.
  • Work with Management Team and reserve conference rooms and coordinate in-house training that takes place.
  • Enforces health & safety and Standard Office Procedures in the branch, and proactively looks to keep it up to date.

Required and/or preferred qualifications

  • Bachelor's degree required
  • 4+ years' experience, financial industry experience a plus
  • Working knowledge of Microsoft Office Suite (all versions) including MS Excel
  • Excellent written and verbal communication skills
  • Proven record of guiding people thru 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