Office Manager; On-Site

Office Manager (On-Site)

Primary

Location:

United States-MD-Columbia

Organization:
Equitable

Schedule:

Full-time

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. Equitable is seeking a highly organized and customer-focused Office Manager to support the day-to-day operations of our Columbia, MD office. Reporting to the Complex Operations Manager, this role serves as a key partner to leadership, advisors, and candidates by coordinating onboarding activities, supporting office operations, managing administrative processes, and helping ensure an exceptional branch experience.

Candidate & Onboarding Support

• Partner with the Complex Onboarding Manager to support advisor and employee onboarding.
• Serve as a primary point of contact for candidates throughout the onboarding and licensing process.
• Coordinate exam preparation, scheduling, and related candidate communications.
• Support new user setup, system access requests, and onboarding documentation.
• Process reimbursements.

Office Operations & Administration

• Prepare and distribute reports for leadership and branch operations.
• Provide administrative support for branch initiatives and special projects.
• Serve as backup to Office Coordinator to include processing of checks, support for mailroom functions, office supplies, and general office needs.
• Ensure efficient day-to-day office operations.

Facilities & Business Support

• Act as liaison with property management and vendors for office and facility-related matters.
• Manage marketing material and prospectus inventory and ordering.
• Support CRM-related activities, reporting, and administrative processes.
• Assist leadership with branch-specific operational needs and process improvements.

Events & Employee Engagement

• Coordinate local meetings, training sessions, recruiting activities, and branch events.
• Support employee engagement initiatives and help foster a positive office culture.
• Manage event logistics, vendor coordination, and facility arrangements.

This role is ideal for a proactive professional who thrives in a fast-paced environment, enjoys supporting multiple stakeholders, and takes pride in creating a well-organized and welcoming workplace. This position will have on–site presence of 5 days per week to foster team collaboration. Office

Location:

6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045

The base salary range for this position is $61,000 - $65,000. 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.

Required Qualifications:

• Bachelors degree
• 3+ years of experience supporting office operations, business administration, branch management, operations coordination, or a related function in a professional business environment.
• Demonstrated ability to build effective working relationships and collaborate effectively with leadership teams, advisors, candidates, and cross-functional business partners.
• Proven ability to work independently, exercise sound judgment, and take initiative in a fast-paced environment with minimal supervision.
• Proactive problem-solving and decision-making abilities, with a demonstrated capacity to anticipate needs, identify process improvements, and implement effective solutions.
• Highly adaptable and resourceful, with the ability to navigate changing priorities and respond effectively to business needs.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel (Pivot Tables, formulations, etc.), and PowerPoint; CRM systems, or other business management tools is preferred.
• Ability to handle sensitive and confidential information with professionalism, discretion, and integrity.
• Demonstrated commitment to teamwork, operational excellence, and creating a positive experience for employees, advisors, candidates, and clients.

Preferred Qualifications:

• Established experience with reporting.
• Ability to assist with office equipment.
• Prior experience working within financial services, wealth management, insurance, or a professional services environment.
• Experience supporting advisor…