Branch Office Coordinator

Equitable Advisors; Oak Brook (IL); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Equitable Advisors in Oak Brook, IL, is seeking a highly organized Branch Office Coordinator to join our team in a full-time, in-office capacity. The role focuses on daily operations, client and staff support, and ensuring an exceptional branch experience.

You will coordinate intake and documentation, manage supplies, lead training sessions, and assist with talent acquisition, all while maintaining operational excellence and professional, client-focused communication.

Qualifications

• 2+ years in a business office or administrative environment.
• Bachelor’s degree preferred, or equivalent experience.
• Proven business acumen, with ability to understand priorities and support office objectives.
• Strong technical proficiency with business systems, tools, and software applications.
• Confident and professional communication across all levels of the organization.

Responsibilities

• Coordinate the intake, sorting, and delivery of incoming correspondence.
• Maintain operational accuracy by logging checks, applications, and forms to service centers.
• Ensure office readiness by managing inventory of supplies and sales materials.
• Lead office coordination including client hospitality, equipment upkeep, and vendor engagement.
• Coordinate Associate Training sessions—develop agendas, manage technology, organize speakers, confirm attendance.
• Enable seamless communication across associates, leadership, and partners to ensure alignment and execution.

Skills

Accuracy and attention to detail

Effective communications

Interpersonal relationships

Managing multiple priorities

Office administration

Problem solving

Education

Bachelor’s degree

Job description

Job Description - Branch Office Coordinator (260000HB)

Branch Office Coordinator ( 260000HB )

Primary Location

Organization

: Equitable

Schedule

: Full-time

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.

We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in Oak Brook IL. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

In this role, you will be at the center of daily operations—driving efficiency, supporting critical business processes, and ensuring our office environment reflects the professionalism and excellence of the Equitable brand. If you thrive in a fast-paced, people-focused environment and enjoy balancing operational execution with coordination and communication, we want to hear from you.

Thisrole requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

What You’ll Be Doing

Coordinate the intake, sorting, and delivery of incoming correspondence, prioritizing time-sensitive materials

Maintain operational accuracy by logging checks, applications, and forms to the appropriate service centers in a timely manner

Ensure office readiness by managing inventory of supplies and sales materials to support business continuity

Lead office coordination efforts, including client hospitality, equipment upkeep, and vendor engagement for day-to-day needs

Drive training excellence by coordinating Associate Training sessions—developing agendas, managing technology, organizing speakers, and confirming attendance

Enable seamless communication across associates, leadership, and partners to ensure alignment and execution

Support talent acquisition efforts through recruiting coordination and sourcing activities

• Deliver a best-in-class experience for clients and associates by ensuring responsiveness, professionalism, and attention to detail at every touchpoint

The base salary range for this position is $60,000-65,000. 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. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

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

Confident and professional communication skills, with the ability to engage and collaborate effectively across all levels of the organization

Demonstrated ability to manage multiple priorities simultaneously, balancing competing workflows, projects, and problem resolution with accuracy and efficiency

Skills

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.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that 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.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
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 [phone] or email us at [e-mail].