Business Operations 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 a highly organized, service-driven Business Operations Coordinator to join our team in Syracuse NY. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

What You’ll Be Doing

• Coordinate digital communications, including management of centralized inbox, on behalf of the Remote Advice team

• Manage to Service Level Agreements for timely responses to email communications and phone calls

• Manage the postal mail, including outgoing/incoming on behalf on Financial Professionals

• Assist in the onboarding of new hires, including coordination of office equipment (laptops and other electronics)

• Support ad hoc operational and local administrative tasks (Microsoft excel, word, PowerPoint general knowledge) to support Remote Advice goals

• Manage the Remote Advice Field Program operations (Advisor Assist, Service Release, etc.) and work closely with the management team to support KPIs

This position is a full-time, hybrid role, requiring at least 3 days a week in the Syracuse office location with core hours (8:00 AM–5:00 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

The base salary range for this position is $56,000- $60,000. 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, spot bonuses, and short-term incentive compensation opportunities. 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