Communications and Administrative Coordinator

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.

We are seeking an entry level Communications and Administrative Coordinator in Miami-Dade County , Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry.

Candidates that fit into our firm’s values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.

What You’ll Be Doing

• Answer phones for the producer(s) in a professional manner. Screen and transfer calls. Take messages if necessary.
• Administer calendar for the Associate/Producer Group.
• Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s).
• Filing. Includes printing brokerage statements and insuring contact histories are updated.
• Follow-up on all new business submitted.
• Help conduct service work such as address and beneficiary changes.
• Maintain strict confidentiality.
• Use discretion in screening calls and visitors.
• Manage and organize calendar.
• Utilize strong interpersonal and communication skills to interact with employees, clients, and financial professionals.
• Respond to regularly occurring requests for information and regularly scheduled meetings, including Monthly Business Reviews, Branch/District meetings, and staff meetings.
• Use experience and knowledge to understand and anticipate administrative needs.
• Track incoming and outgoing correspondence and reports. Review and route as appropriate; draft responses where necessary.
• Initiate and assist in special projects involving Microsoft Suite (Word, Excel and PowerPoint).
• Maintain files and access filed material in a timely manner when requested.
  Goals: The goals are how the assistant's performance will be measured.
  Scheduling: Associates should not have any scheduling conflicts. All logistics should be completed prior to the meeting. Example, client quotes and file delivered to the Associate, meeting room scheduled and appointment reminder to the client.
  Filing: All items should be filed in a timely and accurate manner. Contact histories updated in real time.
  Follow-up: Follow-up on all new business submitted within 3 business days. Report and resolve all omissions ASAP

This position is an on-site role working in the Miami, FL office to foster collaboration and connection.

The annual base salary range for this position is $40,000-$50,000. 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 and spot bonuses. 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