Job description

Job Title: Office Coordinator

Org Level: Branch

Job Level: 20 5C

Reports to: Local Complex Operations Manager

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.

​​Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial ​wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide.

Are you ready to join an organization that will help unlock your potential?

The San Francisco, CA office is seeking a detail-oriented/multi-tasking Office Coordinator. This person will report directly to the local Complex Operations Manager and Executive Vice President.

Responsibilities:

· Front desk coverage

· Works closely with the Complex Onboarding Manager as well as with candidates

· Collaborates with Exam Prep Coordinator and candidates

· Works with VPs on updating and maintaining Smartsheet

· Candidate test prep and exam scheduling

· Liaison with property management for facility issues

· Supporting the CRM program

· Ordering and updating marketing material, prospectus

· Submitting Level 1 tickets

· Setting up and troubleshooting office technology issues

· Scheduling/reserving conference rooms

· Mail review and distribution, working closely with compliance

· New Business processing

· Assist in tracking of onboarding (working with Onboarding & Ops Manager)

· Order pantry and office supplies

· Stock copiers/fax machines

· Miscellaneous projects

· Device and security management

Required Qualifications:

· Bachelor’s degree preferred

· 1-2 years of experience in business is preferred

· Strong technical aptitude

· Able to work closely with both the leadership team and advisors

• Ability to function independently and work well with a team
• Proactive decision-making skills
• Strong ability to collaborate

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

COVID-19 considerations:
We follow all current State and Federal Guidelines and CDC recommendations.

Ability to commute/relocate:

• San Francisco, CA 94111: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Work Location: One location

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