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Operations and Administrative Partner

EQH

Job Location:

Deerfield, WI - USA

Monthly Salary: $ 53797 - 65000

Posted: 27 June 2026 (30+ days ago)

Application Deadline: 10 November 2026

Vacancies: 1 Vacancy

Job Summary

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling livesa mission weve honed since 1859.

The Operations and Administrative Partner is a key role supporting core business operations by delivering high-level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This highly visible position partners with cross-functional teams to ensure seamless day-to-day operations enhance advisor support and drive operational efficiency. The role is ideal for a proactive detail-oriented professional who thrives in a fast-paced environment and is committed to delivering meaningful business results.

This role requires full-time in-office presence Monday through Friday aligning with core hours (8:30 AM5:30 PM) to ensure consistent real-time support and a high-quality customer experience.

What Youll Be Doing

Provide high-level administrative and operational support to the Branch Manager and EVP ensuring seamless day-to-day business operations

Manage executive calendar coordinate travel process expenses and lead meeting planning and branch communications

Partner with Complex Operations Managers and EVP Assistants to drive alignment and ensure operational consistency across the Complex

Collaborate with the Office Coordinator to oversee daily office operations including mail distribution conference room scheduling and supply management

Serve as a high-impact high-visibility contributor with strong accountability across a broad range of business activities

Lead problem-solving initiatives by identifying challenges and implementing solutions to enhance advisor support for established Associates and Districts

Work cross-functionally to streamline procedures improve processes and execute initiatives that drive measurable business outcomes

The base salary range for this position is $53797 - $65000. Actual base salaries vary based on skills experience and geographical 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 refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

Bachelors degree in business administration communications or a related field or equivalent work experience

3 years of administrative executive support or operations experience preferably supporting senior leadership

Proven ability to manage complex calendars travel coordination and expense processing with a high degree of accuracy and discretion

Demonstrated experience working in a fast-paced dynamic environment with the ability to prioritize and manage multiple responsibilities

Strong organizational time management and problem-solving skills with exceptional attention to detail

Excellent written and verbal communication skills with the ability to interact professionally across all levels of the organization

Ability to work independently and collaboratively with cross-functional teams and stakeholders

High level of professionalism discretion and confidentiality when handling sensitive information

Proficiency in Microsoft Office Suite (Outlook Excel PowerPoint Word) and familiarity with expense management and calendar tools

Experience supporting operations process improvement or project coordination initiatives is a plus

Skills
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Effective Communications: Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.
Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.
Problem Solving: Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

About Equitable
At Equitable were a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall well-being flexibility and a culture of collaboration and teamwork.

We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at .