Branch Office Coordinator

Job Description - Branch Office Coordinator (260000FF)

Branch Office Coordinator ( 260000FF )

UNITED STATES-CA-WOODLAND HILLS

Equitable

Full-time

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 Woodland Hills, CA. 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.

• Serve as the welcoming face of the office, providing professional front desk coverage and creating a positive experience for visitors and team members
• Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail
• Provide business processing support, including use of internal systems (e.g., Paperclip),
• Prepare and maintain new appointment folders and documentation
• Provide compliance support and follow up on all required documentation
• Provide high-level administrative support to leadership, including VP-level support
• Manage calendars, coordinate schedules, and process expense reports
• Assist with client service needs and communications

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

The base salary range for this position is $55,000 - $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. For detailed descriptions of these benefits, please reference the link below.

• 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
• A proactive mindset with the ability to anticipate needs and solve problems independently
• Foundational negotiation skills, with the ability to support discussions, influence outcomes, and achieve mutually beneficial solutions
• Demonstrated proofreading proficiency, ensuring accuracy, clarity, and consistency across all written materials
• Ability to train and mentor employees

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…