Office Coordinator

Organization

Equitable

Schedule

Full-time

Description

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.

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

The Pacific Complex in Wealth Management is looking for an Office Coordinator within the Walnut Creek, CA site. This person will report into the Complex Ops Manager and will be responsible for supporting the advisors and district managers throughout the Southern California offices.

Business Processing Assistance​, Paperclip, District Support such as prep meetings, maintaining new appt folders, client communications, recruiting support, VP support, such as calendar management, expenses and client services and office seminar support, such as, manage seminar invites and RSVPs​, coordinate with local venues​, provide compliance support and follow up needed.

The base salary range for this position is $59,000-$65,000. 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

LI-ANCHOR

Qualifications

Required Qualifications

• Intermediate problem-solving skills
• Research and data gathering ability
• Analytical skills
• Basic negotiation skills
• Proven organizational skills
• Proven verbal and written communication skills
• Ability to prioritize tasks
• Ability to manage multiple projects
• Proven proofreading ability
• Ability to train and mentor employees
• Proven collaboration skills
• Role will be performed in office, with flexibility as needed.

Preferred Qualifications

Career Duties

The Pacific Complex merges four premier organizations within Equitable Advisors : The PacificNW Branch, The Northern California / Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Don O’Donnell, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what’s possible on their path to financial well-being.

Accuracy and Attention to Detail : Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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.

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.

Diversity, Equity and Inclusion : Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.

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.

Salary : $59,000 - $65,000