Branch Administrative Coordinator

Equitable Holdings

Columbia, MD

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JOB DETAILS

SALARY

$50,000–$55,000 Per Year

SKILLS

Administrative Skills, Best Practices, Brokerage, Business Processes, Business Strategy, Candidate Sourcing, Communication Skills, Customer Support/Service, Detail Oriented, Documentation, Establish Priorities, Leadership, Medical Office, Multitasking, Onboarding, Operations Management, Organizational Skills, Philosophy, Project Tracking, ServiceNow, Team Player, Technical Leadership, Time Management, Willing to Travel

LOCATION

Columbia, MD

POSTED

Today

Job Number: 10043

Job Number: 2600008Z

External Description:About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we'vehoned 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 You'll 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 $50,000 - $55,000. 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 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 organization's 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 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.

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 Administrative Coordinator

Location_formattedLocationLong: Columbia, Maryland US

About the Company

Equitable Holdings

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