Branch Office Coordinator

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in Walnut Creek, CA.

What You'll Be Doing

• Serve as the welcoming face of the office, providing professional front desk coverage and creating a positive experience for visitors and team members
• Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail
• Provide business processing support, including use of internal systems (e.g., Paperclip)
• Prepare and maintain new appointment folders and documentation
• Support district-level initiatives, meeting preparation
• Provide compliance support and follow up on all required documentation
• Provide high-level administrative support to leadership, including VP-level support
• Manage calendars, coordinate schedules, and process expense reports
• Aid with client service needs and communications

What You'll Bring

• 2+ years of experience in a business office or administrative environment, demonstrating reliability and strong operational execution
• Bachelor’s degree preferred, or equivalent experience showcasing business insight and professionalism
• Proven business acumen, with the ability to understand priorities and support overall office and operational objectives
• Strong technical proficiency, with the ability to effectively utilize business systems, tools, and software applications
• A proactive mindset with the ability to anticipate needs and solve problems independently
• Demonstrated negotiation skills, with the ability to support discussions, influence outcomes, and achieve mutually beneficial solutions
• Demonstrated proofreading proficiency, ensuring accuracy, clarity, and consistency across all written materials
• Ability to train and mentor employees

Qualifications

• 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

Pay and Benefits

The base salary range for this position is $55,000 - $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, including 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