Branch Office Coordinator

Job Number: 9880

Job Number: 2600000J

External Description: 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 Marylandl 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?

Key Job Responsibilities

• Front desk coverage
• 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
• Stock copiers/fax machines
• 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.

Equitable Pay and Benefits : Equitable Total Rewards Program
Required Qualifications

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

Preferred Qualifications

• 1-2 years of experience in business is preferred
• Bachelor's degree preferred

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 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.
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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.

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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 .

Community / Marketing Title: Branch Office Coordinator

Location_formattedLocationLong: Columbia, Maryland US