Branch Office Coordinator

About the Role

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.  

Equitable is looking for a dynamic Branch Office Coordinator to join our team!   This position is a onsite work position based out of our Toms River, NJ office. 

What You’ll Be Doing

• Local facilities champion and is a key resource to the Complex Operations Manager and Operations Manager in Toms River, NJ Branch
• Role will manage the day-to-day facilities of Toms River and ensure that BAU (business as usual) tactical items are completed timely and accurately.
• Role will support the Toms River, NJ office which currently has over 50 advisors and staff.  
• Role will manage and process mail, log checks, handle correspondence, and other critical mail processing daily and send to appropriate service areas for timely processing.
• Location liaison, works with building management, and site contact for corporate real estate projects
• Will maintain inventory of supplies for printing and stationery, office pantry and order as necessary.
• Role will maintain floor plans and phone directories and update timely.
• Responsible for implementing specific tasks associated with onboarding and terminating of advisors and staff
• Assisting in ordering technology and solving Level 1 Tech Issues and works with Technology Manager as needed
• Assist in sourcing for the managers in Atlantic Liberty branch and perform sourcing activities through tools such as LinkedIn, Indeed, Handshake 
• Work with Management Team and reserve conference rooms and coordinate in-house training and events that take place.
• Enforces health & safety and Standard Office Procedures in the branch, and proactively looks to keep it up to date.
• Additional responsibilities and miscellaneous projects as needed 
   

The base salary range for this position is $60,000 - $62,000. 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

 

What You Will Bring

• Bachelor’s degree or equivalent experience
• 4+ years' experience, financial industry experience a plus
• Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel
• Excellent written and verbal communication skills
• Proven record of guiding people thru a process
• Strong analytical and critical thinking skills with keen interest to further develop these abilities
• Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines
• Experience working on projects with multiple, cross-functional stakeholders
• Highly organized and results-motivated 

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.

 

About Equitable 

At Equitable, we’re a 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 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.  Click Careers at Equitable to 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: 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. 

Provides financial advice, life insurance, and retirement planning services.