Branch Controls Coordinator

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. Equitable is seeking a dynamic Branch Controls Coordinator to join our team!

What You’ll Be Doing

• Provide administrative support to Controls and supervision leadership and team members.
• Schedule meetings, maintain calendars, and coordinate logistics for compliance reviews, audits, and training sessions.
• Maintain departmental files, records, and documentation in accordance with record retention requirements.
• Track compliance activities, action items, and deadlines to ensure timely completion.
• Perform data entry, validation, and quality checks for compliance-related records.

The base salary range for this position is $60,000 - $75,000. Actual base salaries vary based on skills, experience, and geographical location.

Benefits

• Full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.
• Equitable Total Rewards Program details available upon request.

What You Will Bring

• A high school diploma or equivalent.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information.

Preferred Qualifications

• An associate or bachelor’s degree.
• Experience in Finance or Insurance industry.
• Knowledge of SEC, FINRA.

Skills

• Accuracy and Attention to Detail.
• Audit and Compliance Function.
• Customer Service Management.
• Effective Communications.
• Insurance Legal and Regulatory Environment.

About Equitable

We are a team committed to helping our clients secure their financial well-being so 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.

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.

Primary Location: UNITED STATES-CA-Los Angeles
Other Locations: UNITED STATES-CA-Irvine, UNITED STATES-CA-WOODLAND HILLS, UNITED STATES-OR-Portland
Schedule: Full-time