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Operations Coordinator

Equitable
Charlotte, NC Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/13/2025

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?

We are on the lookout for a dynamic and detail-oriented Operations Coordinator to play a pivotal role in our Charlotte Office within the Carolinas Branch. This position offers an exciting opportunity to grow and develop in a supportive and engaging environment.

Why You'll Love Working With Us

  • Growth Opportunities :  Be part of a company that values learning and development.
  • Collaborative Environment :  Work closely with a talented team of advisors and leaders.
  • Impactful Role : Your contributions will directly support our branch operations and success.

Key Job Responsibilities

  • 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 $50,000 - $56,000. 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 :

    Qualifications

    Salary : $50,000 - $56,000

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