Branch Office 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

Job Description - Branch Office Coordinator (260000FF)

Branch Office Coordinator ( 260000FF )

Primary Location

UNITED STATES-CA-WOODLAND HILLS

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 Woodland Hills, CA. 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.

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
• 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

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

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. 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
• A proactive mindset with the ability to anticipate needs and solve problems independently
• Foundational 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

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.

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.

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].