Operations Coordinator

Jacksonville, FL - USA

Monthly Salary: $ 48000 - 55000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

What You Will Bring

Bachelors degree preferred
1 years of experience in business is preferred
Proficiency in Microsoft Office Suite.
A keen interest in continuous learning and development.
Strong problem-solving skills and the ability to work independently.
Excellent organizational skills and a track record of meeting deadlines consistently.
Ability to guide others through processes with clarity and confidence.
Attention to confidentiality across all levels of work.
Ability to work seamlessly with both the leadership team and advisors.
Interest in learning more about the finance / wealth management industries.

Skills
Data Gathering and Reporting: Knowledge of tools techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

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.

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.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies practices and tools for administering projects.

About Equitable

At Equitablewerea team 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 toleveragetheir 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 Careers at Equitableto learn more.

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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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at .

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwevehoned since 1859.

We are on the lookout for a dynamic and detail-oriented Operations Coordinator to play a pivotal role in our Jacksonville Branch Office. This position offers an exciting opportunity to grow and develop in a supportive and engaging environment.

What Youll Be Doing

Serve as the friendly face of our branch providing front desk coverage and acting as the local point of contact.
Facilitate effective branch and office communications.
Coordinate office logistics including space supplies and equipment.
Manage accounts payable and oversee bill payments.
Review and distribute mail efficiently and in compliance with relevant rules and regulations.
Troubleshoot conference room technology and branch network issues.
Utilize Microsoft Excel and other tools for reporting and analytics.
Support branch events meetings and campaigns with enthusiasm.
Administer our CRM program to enhance client relationships.

The base salary range for this position is $48000 - $55000. Actual base salaries vary based on skills experience and geographical 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 Experience:

What You Will BringBachelors degree preferred1 years of experience in business is preferredProficiency in Microsoft Office Suite.A keen interest in continuous learning and development.Strong problem-solving skills and the ability to work independently.Excellent organizational skills and a track reco...