Branch Office Coordinator (HYBRID)

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.

The Pacific Complex in Wealth Management is looking for an Office Coordinator within the San Diego site. This person will report into the Complex Ops Manager and will be responsible for supporting the advisors and district managers throughout the Southern California offices.

What Youll Be Doing

• Front desk coverage
• Scheduling/reserving conference rooms
• Mail review and distribution working closely with compliance
• Working closely with the Complex Onboarding manager as well as with candidates
• Office and New Advisor technology troubleshooting
• New Business processing
• Assist in tracking of onboarding (working with Onboarding/Ops Manager)

• Ordering Pantry and Office Supplies.

The base salary range for this position is $60000 - $65000. 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

What You Will Bring

• Intermediate problem-solving skills
• Research and data gathering ability
• Analytical skills
• Basic negotiation skills
• Strong organizational skills
• Excellent verbal and written communication skills
• Ability to prioritize tasks
• Ability to manage multiple projects
• Excellent proofreading ability
• Ability to train and mentor employees
• Excellent collaboration skills
• Role will be performed in office with flexibility as needed

Preferred Qualifications

• 1-2 years of experience in business is preferred
• Bachelors degree preferred

Skills

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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 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.