On-Site Office & Onboarding Coordinator

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

Benefits offered by this job

401(k) plan

Medical, dental, vision

Paid time off

Job summary

Equitable is seeking an organized Office Manager to support the Columbia, MD office. This on-site role reports to the Complex Operations Manager and coordinates onboarding, office operations, facilities, and events to create a welcoming branch experience.

The candidate will manage onboarding documentation, exams, CRM-related activities, and vendor coordination while ensuring efficient day-to-day operations and a positive work environment.

Qualifications

• Bachelor's degree required.
• 3+ years of experience supporting office operations or related functions in a professional environment.
• Ability to build relationships with leadership, advisors, candidates, and partners.
• Ability to work independently, exercise judgment, and adapt in a fast-paced setting.
• Proficiency with Microsoft Office and CRM systems preferred.

Responsibilities

• Coordinate onboarding and licensing processes for candidates and advisors.
• Support onboarding, exam scheduling, and related communications.
• Prepare reports for leadership and branch operations; assist special projects.
• Back up Office Coordinator tasks (checks, mailroom, supplies) and maintain day‑to‑day operations.
• Liaise with property management and vendors for facilities and marketing materials.
• Coordinate local meetings, trainings, recruiting activities, and branch events.

Skills

Strong organizational skills

Customer-focused

Team collaboration

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

Office equipment

Job description

Equitable is seeking an organized Office Manager to support the Columbia, MD office. This on-site role reports to the Complex Operations Manager and coordinates onboarding, office operations, facilities, and events to create a welcoming branch experience.

The candidate will manage onboarding documentation, exams, CRM-related activities, and vendor coordination while ensuring efficient day-to-day operations and a positive work environment.