Branch Operations & Client Experience 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

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.