Advisor Support

Bellevue, WA

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.

Are you ready to join an organization that will help unlock your potential?

The Pacific Complex in Wealth Management is looking for a Lead Associate, Advisor Support Coordinator within the Bellevue site. This person will report into the Complex Ops Manager and will be responsible for supporting the advisors and district managers throughout the PacificNW offices.

Responsibilities include but not limited to:

Direct DSF support for entire office: Business Processing Assistance, Paperclip
District Support: Prep meetings, maintain new appointment folders, client communications, and recruiting support
VP support: Calendar management, expenses, and client services
Office seminar support: Manage seminar invites and RSVPs, coordinate with local venues, provide all compliance support and follow up needed

Qualifications

Minimum Qualifications:

Bachelor’s degree preferred.
1+ years of experience in business is preferred.

Preferred Qualifications:

Intermediate problem-solving skills
Research and data gathering ability
Analytical skills
Basic negotiation skills
Organizational skills
Verbal and written communication skills
Ability to prioritize tasks
Ability to manage multiple projects
Excellent proofreading ability
Ability to train and mentor employees
Excellent collaboration skills

Role will be performed in office, with flexibility as needed and travel required to other offices