Job 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've honed 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 You'll 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 $48,000 - $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
• 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 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