Branch Operations Lead: Drive Ops, Docs & Stakeholders

Equitable; Overland Park (KS); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid time off

Job summary

Equitable is seeking a candidate for business operations management in Overland Park, KS. The role involves managing daily office operations, handling communications, and acting as a liaison for the sales management team. Candidates should have over 5 years of experience, proficiency with Microsoft Office, and strong communication skills. A salary range of $60,000 to $70,000 is offered, complemented by benefits including medical, dental, and 401(k) plans.

Qualifications

• 5+ years of business operations experience.
• Ability to work in a fast-paced environment while serving in different capacities.
• Proven success working with confidential material – must be discreet and trustworthy.
• Proactive decision-making skills.
• Ability to collaborate effectively.
• Strong verbal and written communication skills.
• Willingness to obtain FINRA Series 7 license within your first year.

Responsibilities

• Manage the day-to-day operations of the office.
• Handle correspondence and document preparation for the branch.
• Assist with meeting organization and follow-ups.
• Act as a liaison with internal and external stakeholders.
• Handle escalated operations issues.

Skills

Continuous Learning

Document Management

Effective Communications

Managing Multiple Priorities

Project Administration

Results Orientation

Tools

Microsoft Office Suite

Job description

Equitable is seeking a candidate for business operations management in Overland Park, KS. The role involves managing daily office operations, handling communications, and acting as a liaison for the sales management team. Candidates should have over 5 years of experience, proficiency with Microsoft Office, and strong communication skills. A salary range of $60,000 to $70,000 is offered, complemented by benefits including medical, dental, and 401(k) plans.