Operations & Onboarding Specialist

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

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.