In-Office Branch Operations & Client Experience Coordinator

Equitable; Minneapolis (MN); On-site; USD 52,000 - 54,000; Full time

Job summary

Equitable in Minneapolis, MN is seeking a highly organized Branch Office Coordinator to keep our office operating seamlessly and deliver exceptional service to clients and internal teams.

This full-time, in-office role supports daily operations, including intake and delivery of correspondence, inventory and supply management, vendor engagement, and coordinating Associate Training, while maintaining professional communication across all levels.

Qualifications

• 2+ years of experience in a business office or administrative environment
• 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
• Confident and professional communication skills, with the ability to engage and collaborate effectively across all levels of the organization
• Demonstrated ability to manage multiple priorities simultaneously, balancing competing workflows, projects, and problem resolution with accuracy and efficiency

Responsibilities

• Coordinate the intake, sorting, and delivery of incoming correspondence, prioritizing time-sensitive materials
• Maintain operational accuracy by logging checks, applications, and forms to the appropriate service centers in a timely manner
• Ensure office readiness by managing inventory of supplies and sales materials to support business continuity
• Lead office coordination efforts, including client hospitality, equipment upkeep, and vendor engagement for day-to-day needs
• Drive training excellence by coordinating Associate Training sessions—developing agendas, managing technology, organizing speakers, and confirming attendance
• Enable seamless communication across associates, leadership, and partners to ensure alignment and execution
• Support talent acquisition efforts through recruiting coordination and sourcing activities
• Deliver a best-in-class experience for clients and associates by ensuring responsiveness, professionalism, and attention to detail at every touchpoint

Skills

Accuracy and Attention to Detail

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Office Administration

Problem Solving

Education

Bachelor’s degree preferred

Job description

Equitable in Minneapolis, MN is seeking a highly organized Branch Office Coordinator to keep our office operating seamlessly and deliver exceptional service to clients and internal teams.

This full-time, in-office role supports daily operations, including intake and delivery of correspondence, inventory and supply management, vendor engagement, and coordinating Associate Training, while maintaining professional communication across all levels.