Branch Office Coordinator

Branch Office Coordinator

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. We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in Minneapolis, MN. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

In this role, you will be at the center of daily operations—driving efficiency, supporting critical business processes, and ensuring our office environment reflects the professionalism and excellence of the Equitable brand. If you thrive in a fast-paced, people-focused environment and enjoy balancing operational execution with coordination and communication, we want to hear from you. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

Coordinate the intake, sorting, and delivery of incoming correspondence, prioritizing time-sensitive materials

Maintain operational accuracy by logging checks, applications, and forms to the appropriate service centers in a timely manner

Ensure office readiness by managing inventory of supplies and sales materials to support business continuity

Lead office coordination efforts, including client hospitality, equipment upkeep, and vendor engagement for day-to-day needs

Drive training excellence by coordinating Associate Training sessions—developing agendas, managing technology, organizing speakers, and confirming attendance

Enable seamless communication across associates, leadership, and partners to ensure alignment and execution

Support talent acquisition efforts through recruiting coordination and sourcing activities

Deliver a best-in-class experience for clients and associates by ensuring responsiveness, professionalism, and attention to detail at every touchpoint

The base salary range for this position is $52,000 - $54,000. 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.

What You Will Bring

2+ years of experience in a business office or administrative environment, demonstrating reliability and strong operational execution

Bachelor's degree preferred, or equivalent experience showcasing business insight and professionalism

Proven business acumen, with the ability to understand priorities and support overall office and operational objectives

Strong technical proficiency, with the ability to effectively utilize business systems, tools, and software applications

Confident and professional communication skills, with the ability to engage and collaborate effectively across all levels of the organization

Demonstrated ability to manage multiple priorities simultaneously, balancing competing workflows, projects, and problem resolution with accuracy and efficiency

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…