Branch Operations and Administrative Specialist

equitable; Cincinnati (OH); In loco; USD 57.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision

401(k) plan

Paid time off

Descrizione del lavoro

Equitable is seeking a Branch Operations and Administrative Specialist to lead and optimize operations across Cincinnati and Kentucky branches. The role supports sales performance, financial discipline, and continuous improvement in a fast-paced environment.

The position requires full-time in-office work Monday–Friday, 8:00 AM–5:00 PM, to ensure real-time support and a high-quality customer experience.

Competenze

• 3+ years of business operations experience.
• Detail-oriented with clear, accurate communication.
• Outgoing, collaborative team player with strong interpersonal skills.

Mansioni

• Oversee day-to-day operational functions for Cincinnati and Kentucky branches.
• Coordinate with COM to support cross-branch operations and alignment.
• Lead and develop branch operations teams with coaching and performance management.
• Manage branch budgets and monitor expenses to ensure financial discipline.
• Partner with EVP and sales managers to support branch sales and recruiting goals.
• Identify and implement process improvements to boost efficiency.
• Serve as escalation point for operations and compensation issues.

Conoscenze

Operations leadership

Cross-functional collaboration

Budget management

Communication

Problem solving

Descrizione del lavoro

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 leader to lead and optimize operations across our Cincinnati and Kentucky branches. This role is central to driving efficiency, supporting sales performance, and ensuring strong financial and operational discipline. The ideal candidate is a proactive leader who excels in a fast-paced environment, partners effectively with leadership, and is committed to delivering operational excellence and continuous improvement.

As a Branch Operations and Administrative Specialist, you’ll play a key leadership role in ensuring our office runs efficiently and effectively, while supporting our sales team and enhancing overall operational excellence.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:00 AM–5:00 PM) to ensure consistent, real-time support and a high-quality customer experience.

What You’ll Be Doing

• Oversee day-to-day operational functions for the Cincinnati and Kentucky branches, ensuring efficiency, consistency, and alignment with organizational standards


• Coordinate with the partner Complex Chief Operations Manager (COM) to support seamless cross-branch operations and process alignment


• Lead, manage, and develop branch operations support teams, including coaching, performance management, and fostering a culture of continuous improvement


• Manage branch budgets, including monitoring expenses and approving expenditures to ensure financial discipline and adherence to targets


• Partner with the EVP and sales managers to support achievement of branch sales and recruiting goals through strong operational execution


• Identify and implement process improvements to enhance workflow efficiency, scalability, and overall operational effectiveness


• Serve as the primary escalation point for operations and compensation-related issues, ensuring timely resolution and clear communication

The base salary range for this position is $57,397- $75,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• 3+ years of business operations experience, with a proven ability to drive efficiency and support high-performing teams


• Highly detail-oriented with the ability to streamline communication and ensure accuracy, clarity, and efficiency across processes and stakeholders


• Outgoing and collaborative team player with strong interpersonal and customer service skills, bringing a positive mindset, creativity, and a commitment to delivering an exceptional employee experience


• Demonstrates a high sense of urgency with the ability to be flexible, resourceful, and results-driven while maintaining strong execution and handling confidential information with discretion


• Proven ability to work both independently and within a team environment, effectively partnering with individuals at all levels of the organization to support a strong and inclusive employee experience

Skills

• Coaching & Mentoring: Demonstrated ability to coach, motivate, and guide individuals to enhance performance, build capability, and achieve professional growth.


• Staff & Career Development: Strong understanding of learning strategies and development resources, with the ability to identify and support training and career progression needs for individuals and teams.


• Continuous Learning: Commitment to fostering a culture of ongoing development by leveraging internal and external resources to strengthen skills, knowledge, and organizational effectiveness.


• Results Orientation: Proven ability to meet or exceed established goals by driving key initiatives, maintaining focus on priorities, and ensuring timely execution of critical activities.

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].