Branch Office Coordinator

Job Description - Branch Office Coordinator (2600000J)

UNITED STATES-MD-COLUMBIA

Equitable

Full-time

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.

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

The Maryland Branch of Equitable Advisors has been a constant in the DC Metro, Maryland and Virginia communities for over 80 years. Situated in, and reflective of the communities they serve, our office in Maryland (Columbia) houses over 80 Financial Professionals and Staff support members and have an additional 50+ team members integrated throughout the region.

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

• Scheduling/reserving conference rooms
• Mail review and distribution, working closely with compliance
• New Business processing
• Assist in tracking of onboarding (working with Onboarding/Ops Manager)
• Ordering study materials for candidates who are testing
• Order pantry and office supplies
• Miscellaneous projects to include submitting bills through Ariba

The base salary range for this position is $48,000 - $50,000. 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. For detailed descriptions of these benefits, please reference the link below.

• Able to work closely with both the leadership team and advisors
• Ability to function independently and work well with a team
• Strong ability to collaborate
• Detail oriented with a focus on deadlines
• Role is expected to be in house 5 days/week

• 1-2 years of experience in business is preferred

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.

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…