Office Manager (On-Site)

Equitable; Columbia (MD); On-site; USD 61,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Job summary

Equitable, Columbia, MD, seeks an Office Manager to support onboarding, office operations, and admin processes in a fast-paced environment.

This on-site role reports to the Complex Operations Manager and collaborates with leadership, advisors, candidates, and vendors to ensure a seamless branch experience.

Requirements include a Bachelor's degree and 3+ years in office operations; strong MS Office and CRM skills preferred. Base salary is $61,000–$65,000 with full benefits.

Qualifications

• Bachelor's degree.
• 3+ years of experience supporting office operations, business administration, branch management, or related function.
• Ability to build relationships with leadership, advisors, candidates, and cross-functional partners.
• Ability to work independently with minimal supervision.
• Proactive problem-solving and process-improvement mindset.
• Proficiency with Microsoft Office Suite and CRM systems preferred.
• Ability to handle confidential information.

Responsibilities

• Coordinate onboarding and licensing processes for advisors and employees.
• Prepare and distribute reports for leadership and branch operations.
• Support office initiatives, projects, and vendor relationships.
• Assist with events, meetings, and employee engagement.

Skills

Office software proficiency

CRM systems

Reporting

Stakeholder coordination

Communication skills

Education

Bachelor's degree

Tools

Microsoft Excel

Outlook

Word

PowerPoint

CRM systems

Job description

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.

Equitable is seeking a highly organized and customer-focused Office Manager to support the day-to-day operations of our Columbia, MD office. Reporting to the Complex Operations Manager, this role serves as a key partner to leadership, advisors, and candidates by coordinating onboarding activities, supporting office operations, managing administrative processes, and helping ensure an exceptional branch experience.

What You'll Be Doing

Candidate & Onboarding Support

• Partner with the Complex Onboarding Manager to support advisor and employee onboarding.
• Serve as a primary point of contact for candidates throughout the onboarding and licensing process.
• Coordinate exam preparation, scheduling, and related candidate communications.
• Support new user setup, system access requests, and onboarding documentation.
• Process reimbursements.

Office Operations & Administration

• Prepare and distribute reports for leadership and branch operations.
• Provide administrative support for branch initiatives and special projects.
• Serve as backup to Office Coordinator to include processing of checks, support for mailroom functions, office supplies, and general office needs.
• Ensure efficient day-to-day office operations.

Facilities & Business Support

• Act as liaison with property management and vendors for office and facility-related matters.
• Manage marketing material and prospectus inventory and ordering.
• Support CRM-related activities, reporting, and administrative processes.
• Assist leadership with branch-specific operational needs and process improvements.

Events & Employee Engagement

• Coordinate local meetings, training sessions, recruiting activities, and branch events.
• Support employee engagement initiatives and help foster a positive office culture.
• Manage event logistics, vendor coordination, and facility arrangements.

This role is ideal for a proactive professional who thrives in a fast-paced environment, enjoys supporting multiple stakeholders, and takes pride in creating a well-organized and welcoming workplace.

This position will have on-site presence of 5 days per week to foster team collaboration.

Office Location: 6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045

The base salary range for this position is $61,000 - $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

Required Qualifications

• Bachelors degree
• 3+ years of experience supporting office operations, business administration, branch management, operations coordination, or a related function in a professional business environment.
• Demonstrated ability to build effective working relationships and collaborate effectively with leadership teams, advisors, candidates, and cross-functional business partners.
• Proven ability to work independently, exercise sound judgment, and take initiative in a fast-paced environment with minimal supervision.
• Proactive problem-solving and decision‑making abilities, with a demonstrated capacity to anticipate needs, identify process improvements, and implement effective solutions.
• Highly adaptable and resourceful, with the ability to navigate changing priorities and respond effectively to business needs.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel (Pivot Tables, formulations, etc.), and PowerPoint; CRM systems, or other business management tools is preferred.
• Ability to handle sensitive and confidential information with professionalism, discretion, and integrity.
• Demonstrated commitment to teamwork, operational excellence, and creating a positive experience for employees, advisors, candidates, and clients.

Preferred Qualifications

• Established experience with reporting.
• Ability to assist with office equipment.
• Prior experience working within financial services, wealth management, insurance, or a professional services environment.
• Experience supporting advisor onboarding, licensing, credentialing, or recruitment‑related processes.
• Familiarity with licensing exams, exam scheduling, and candidate preparation activities

Skills

Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.

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.

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.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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].

Primary Location

UNITED STATES-MD-COLUMBIA

Schedule

Full-time