Branch Office Coordinator

Equitable Advisors is a national financial planning firm that serves over 2.4 million clients nationwide. The Maryland Branch of Equitable Advisors, located in Columbia, hosts more than 80 financial professionals and staff. As an Office Coordinator, you will provide essential support to our team, ensuring efficient daily operations and a professional front‑desk experience.

• Front‑desk coverage
• Scheduling and reserving conference rooms
• Mail review and distribution, in coordination with compliance
• New business processing
• Assist in tracking onboarding activities with the Onboarding/Ops Manager
• Order study materials for candidates who are testing
• Order pantry and office supplies
• Stock copiers and fax machines
• Miscellaneous projects, including submitting bills through Ariba

Base salary: $48,000–$50,000 per year. Additional compensation includes performance‑based incentives and spot bonuses. We provide a comprehensive benefits package that includes medical, dental, vision, a 401(k) plan, and paid time off.

• Able to work closely with both the leadership team and advisors
• Capability to work independently and effectively in a team environment
• Proactive decision‑making skills
• Strong collaboration and communication abilities
• Detail‑oriented with a focus on deadlines
• Role requires in‑house presence 5 days per week

• 1–2 years of business experience
• Bachelor’s degree

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 techniques and 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.

Equitable is a team of over ten thousand professionals committed to helping clients secure their financial well‑being so they can pursue long and fulfilling lives. We turn challenges into opportunities, encouraging every employee to leverage their unique talents to become a force for good in our communities.

Equitable is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, age, national origin, physical or mental disability, veteran status, or any other protected class in employment decisions. Our participation in the E‑Verify program is optional.

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 Ta

Primary

Location:

UNITED STATES‑MD‑COLUMBIA