Legal Career Center

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?

As a Non-financial processor, the candidate will be responsible for reviewing and processing non-financial related transaction received via fax, mail, and email.

Non-Customer facing support roles within our Customer Support business locations.

Hours of Role: Monday-Friday, Monday-Friday 8:30 pm-5:00 pm

Responsibilities to include, but not limited to:

• Address changes

• Transfers of ownerships and changes to the line of business

• Required to review documentation related to powers of attorney, conservatorship, and guardianship

• Work with our offshore processing team and provide support and training regarding handling requests

• Requires adherence to established service levels with regards to timeliness of case handling and quality of work

Core Competencies to be successful:

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

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.

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.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Diversity, Equity, and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.


Qualifications:

• Strong communication skills both written and verbal

• Ability to research and effectively utilize available knowledge/ product resources

• Be able to navigate multiple administrative systems

• Strong organization and time-management skills; can multi-task and demonstrate flexibility in a fast-paced environment of changing priorities/demanding circumstances

• Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job

• Strong knowledge of all Individual Retirement products and administrative systems (ie. VTG, cSA, AWD & WMA) is a plus

ABOUT EQUITABLE

At Equitable, we're a team of over ten thousand strong; 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 .

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