Demo

Administrative Assistant and Project Coordinator

Lensa
Charlotte, NC Full Time
POSTED ON 12/21/2025
AVAILABLE BEFORE 1/19/2026
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.

Administrative Assistant and Project Coordinator ( 250000NX )

Primary Location : UNITED STATES-NC-Charlotte

Organization : Equitable

Schedule : Full-time

Description

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 head of the Broker Dealer department is seeking a highly motivated, detail-oriented and efficient individual to provide a full-range of administrative and project support to the team. This role is a unique opportunity to gain experience and exposure across all areas of the Broker Dealer business. We need an enthusiastic go getter who wants to learn, excel and grow in the role.

Responsibilities Will Include But Are Not Limited To

  • Schedule and document weekly management meetings; follow up on action items.
  • Manage office support tasks such as invoice processing and supply maintenance.
  • Assist new hires with onboarding and system setup.
  • Handle travel and scheduling for Broker Dealer directors.
  • Work with the team to organize conferences and field visits, prepare presentations, and manage logistics.
  • Support ad hoc projects across marketing, communications, operations, and product functions.The base salary range for this position is $XXX-$XXX. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)

Qualifications

Required Qualifications:

  • Bachelor's Degree

Preferred Qualifications

  • 2 years of financial services experience
  • A desire to obtain Series 7 and 63/6
  • Proficiency in generating and maintaining accurate and timely reports that inform decision making and track organizational performance.

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, we’re 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.

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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Req ID: 250000NX

If you have questions about this posting, please contact support@lensa.com

Salary.com Estimation for Administrative Assistant and Project Coordinator in Charlotte, NC
$57,758 to $70,982
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Administrative Assistant and Project Coordinator?

Sign up to receive alerts about other jobs on the Administrative Assistant and Project Coordinator career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$69,231 - $86,546
Income Estimation: 
$89,702 - $107,879
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$59,158 - $74,794
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Lensa

  • Lensa Cheyenne, WY
  • Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs,... more
  • 13 Days Ago

  • Lensa Pierre, SD
  • Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs,... more
  • 13 Days Ago

  • Lensa Pierre, SD
  • Lensa is a U.S. career site that helps job seekers discover job opportunities. We are not a staffing firm or agency. We promote jobs on behalf of our clien... more
  • 13 Days Ago

  • Lensa Anchorage, AK
  • Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs,... more
  • 13 Days Ago


Not the job you're looking for? Here are some other Administrative Assistant and Project Coordinator jobs in the Charlotte, NC area that may be a better fit.

  • Equitable Charlotte, NC
  • 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 for... more
  • 21 Days Ago

  • Ramboll US Corporation Charlotte, NC
  • Job Description We invite you to bring your energy and experience into play as you join a global engineering, construction and consultancy company. This jo... more
  • 28 Days Ago

AI Assistant is available now!

Feel free to start your new journey!