Onsite Office & Onboarding Specialist

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

Job summary

Equitable is seeking an organized Office Manager for our Columbia, MD office. This on-site role reports to the Complex Operations Manager and supports onboarding, office operations, and administrative processes to ensure an exceptional branch experience.

The position requires 3+ years in office operations, strong collaboration with leadership and candidates, and proficiency with Microsoft Office. Base salary ranges from $61,000 to $65,000 plus benefits.

Qualifications

• 3+ years of experience supporting office operations or related function.
• Proven ability to collaborate with leadership, advisors, candidates, and partners.
• Ability to work independently with minimal supervision in a fast-paced environment.
• Proactive problem-solving and process-improvement mindset.
• Proficiency with Microsoft Office; CRM systems preferred.

Responsibilities

• Support onboarding and licensing processes for candidates and advisors.
• Coordinate exam preparation, scheduling, and candidate communications.
• Assist with onboarding documentation and system access requests.
• Prepare and distribute reports for branch operations.
• Provide admin support for branch initiatives and projects.
• Serve as backup for Office Coordinator; assist mailroom, supplies, checks.
• Ensure efficient day-to-day office operations.

Skills

Continuous Learning

Data Gathering

Document Management

Effective Communications

Managing Multiple Priorities

Results Orientation

Tools

Microsoft Office Suite

CRM systems

Job description

Equitable is seeking an organized Office Manager for our Columbia, MD office. This on-site role reports to the Complex Operations Manager and supports onboarding, office operations, and administrative processes to ensure an exceptional branch experience.

The position requires 3+ years in office operations, strong collaboration with leadership and candidates, and proficiency with Microsoft Office. Base salary ranges from $61,000 to $65,000 plus benefits.