Branch Administrative Coordinator

What You Will Bring

• Bachelors degree preferred
• Able to work closely with both the leadership team and advisors
• Ability to function independently and work well with a team
• Detail Oriented
• Proficient with Excel
• Proactive decision-making skills
• Strong ability to collaborate
• Strong communication skills
• Minimum of 1 year of experience in customer support
• Able to travel to offices consisting of Columbia MD Falls Church VA and Richmond VA.
• Role is expected to be in office

Skills

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.

Internal Controls: Knowledge of concept methods and processes of internal control; ability to create implement evaluate and enhance processes in internal controls.

Knowledge of Organization: Knowledge of the organizations vision structure culture philosophy operating principles values and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

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 mission weve honed since 1859.

The Columbia MD office is seeking an entry level Branch Administrative Coordinator. This person will report directly to the Complex Operations Manager. Key responsibilities revolve around supporting branch onboarding and sourcing related activities.

What Youll Be Doing

Onboarding / Offboarding Administrative Tasks

• Set up and deactivate accounts/tools as part of onboarding/offboarding (Advisor Workplace Ring Central Gryphon Credentialing).
• Request distribute and collect key cards and physical keys; ensure timely return upon separation.
• Create and manage basic onboarding/offboarding service now tickets; track progress through completion.
• Process books of business upon termination and support termination-related administrative follow-ups.
• Support Broker Protocol requirements and related documentation/coordination as needed.
• Office seating assignment and occupancy tracking
• Lead Technical Onboarding meetings and trainings

Sourcing

• Partner with the sourcing team to generate and maintain candidate/associate flow.
• Review Smartsheet progress and support follow-ups to keep sourcing activity on track.

Technology Escalation

• Escalate outstanding technology tickets to Complex Technology Lead and track to resolution.

Branch Culture Events

• Coordinate and support branch culture events.
• Plan and execute quarterly branch fun events.
• Coordinate the Branch Equitable Day of Service in partnership with leadership and volunteers.

Backup Front Desk in daily tasks
Basic technology troubleshooting (such as TVs conference room cameras copiers etc.)

The base salary range for this position is $50000 - $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