Branch Operations Coordinator

Equitable Advisors; Los Angeles (CA); On-site; USD 55,000 - 65,000; Full time

Job summary

Equitable in Los Angeles, CA is seeking a Branch Operations Coordinator to oversee daily office operations and provide high-level administrative support. The role involves travel to other branch locations, event planning, recruiting support, and ensuring smooth reception of mail and onboarding processes.

The candidate should have 2+ years in a business office environment, a bachelor’s degree or equivalent, and strong organizational and communication skills to support leadership and client

Qualifications

• 2+ years of experience in a business office or administrative environment.
• Bachelor’s degree preferred, or equivalent experience.
• Proven business acumen, with the ability to understand priorities and support overall office and operational objectives.
• Strong technical proficiency with business systems, tools, and software applications.
• A proactive mindset with the ability to anticipate needs and solve problems independently.
• Foundational negotiation skills to support discussions and outcomes.
• Demonstrated proofreading proficiency to ensure accuracy and clarity in materials.
• Ability to train and mentor employees.

Responsibilities

• Collaborate with the Office Coordinator to oversee daily office operations (mail, conference rooms, supplies).
• Provide high-level administrative and operational support to the Complex Operations Manager.
• Travel to other branch locations as needed to support branch operations.
• Assist with branch event planning, meeting prep, and off-site events.
• Recruiting support for District Managers (sourcing, screening, interviews, tracking).
• Maintain office functionality by managing pantry and mail and onboarding tracking.
• Provide high-level administrative support to leadership (VP-level).
• 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 or equivalent experience

Tools

Business software proficiency

Job description

Job Description - Branch Operations Coordinator (260000FW)

Branch Operations Coordinator ( 260000FW )

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 Operations Coordinator to join our team in Los Angeles, 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

Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management

Provide high-level administrative and operational support to the Complex Operations Manager, ensuring seamless day-to-day business operations

Travel to other branch office locations as needed to provide backup Office Coordinator support and ensure continued branch operations coverage

Assist with branch event planning, meeting preparation, and other administrative needs, including required travel to branch locations and off-site events

Recruiting support for District Managers, sourcing, screening, setting interviews, tracking

Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail

Assist in tracking of onboarding. Working with Onboarding and Operations Managers

Ensure checks, correspondence, and other critical mail are received and processed expeditiously

Provide high-level administrative support to leadership, including VP-level support

Assist with client service needs and communications

This role requires 15% of travel to other branch locations to provide backup Office Coordinator support, along with assisting with branch off-site events.

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.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

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.

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] .