Branch Office & Client Experience Coordinator

Equitable Advisors; Woodland, Northern (CA, KY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Job summary

Equitable in Woodland Hills, CA is seeking a Branch Office Coordinator to join our team full-time, in-office, Monday–Friday. You will be the welcoming face, manage calendars, and support leadership with administrative tasks.

This role emphasizes accuracy, strong communication, and problem-solving to keep the branch running smoothly and deliver an exceptional client and team experience.

The position offers competitive base pay in the $55k–$65k range plus benefits and opportunities for incentives.

Qualifications

• Bachelor’s degree preferred, or equivalent professional experience.
• Experience in a business office or administrative environment.
• Strong organizational and communication skills.

Responsibilities

• 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.
• 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.
• Assist with client service needs and communications.

Skills

Accuracy and Attention to Detail

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Office Administration

Problem Solving

Education

Bachelor’s degree preferred

Tools

Paperclip

Job description

Equitable in Woodland Hills, CA is seeking a Branch Office Coordinator to join our team full-time, in-office, Monday–Friday. You will be the welcoming face, manage calendars, and support leadership with administrative tasks.

This role emphasizes accuracy, strong communication, and problem-solving to keep the branch running smoothly and deliver an exceptional client and team experience.

The position offers competitive base pay in the $55k–$65k range plus benefits and opportunities for incentives.