Administrative Assistant

Equitable•Woodbridge, NJ
•$63,000 - $66,000•Onsite

About The Position

Equitable is seeking a highly organized, service-driven Administrative Assistant to support its Woodbridge, New Jersey office. The role helps deliver a strong experience for clients and internal teams by supporting daily operations, business processes, office coordination, and communication. The position is onsite full-time, Monday through Friday, during core hours of 8:00 AM–5:00 PM EST. The Administrative Assistant coordinates calendars and meetings; supports advisors, employees, and executives; prepares meeting agendas and presentations; and assists with recruiting, onboarding, travel, expenses, client service, and document workflows. The role also contributes to office operations and special projects. Equitable describes its mission as helping clients secure their financial well-being and offers eligible employees compensation and benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

  • Bachelor’s degree required.
  • At least 4 years of administrative support experience.
  • Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Word.
  • Excellent written and verbal communication skills and the ability to interact effectively across all levels of the organization.
  • Ability to guide individuals through processes and provide outstanding service and support.
  • Strong analytical and critical-thinking skills, with an aptitude for identifying solutions and improving processes.
  • Strong organization and time-management skills, including the ability to manage competing priorities.
  • Ability to meet deadlines in a fast-paced environment.
  • Strong interpersonal skills, sound judgment, professionalism, and maturity.
  • Ability to learn quickly, adapt to changing priorities, and implement new processes effectively.
  • Ability to resolve issues independently, manage conflicts, and exercise discretion in decision-making.
  • Commitment to maintaining confidentiality and handling sensitive information appropriately.

Nice To Haves

  • Financial services industry experience.

Responsibilities

  • Manage calendar scheduling and coordination for executives, advisors, and internal stakeholders.
  • Serve as a liaison for advisors and employees, assisting with issue escalation and resolution.
  • Prepare meeting agendas, presentations, and other executive-level materials using PowerPoint and Microsoft Office tools.
  • Support recruiting and onboarding by sourcing candidates, coordinating interviews, and facilitating the hiring process.
  • Coordinate domestic and international travel arrangements.
  • Manage executive expense reporting and reimbursement submissions.
  • Administer electronic signature requests and document workflows through Adobe Sign.
  • Assist with client onboarding and ongoing client service requests.
  • Document and track client complaints.
  • Support office operations and contribute to special projects and business initiatives as needed.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Paid time off
  • Base salary increases, spot bonuses, and short-term incentive compensation opportunities for eligible employees
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