Branch Administrative Coordinator

Equitable•Columbia, MD

1d•Onsite

About The Position

The Columbia, MD office is seeking an entry level, Branch Administrative Coordinator. This person will report directly to the Complex Operations Manager. Key responsibilities revolve around supporting branch onboarding and sourcing related activities.

Requirements

Able to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Detail Oriented
Proficient with Excel
Proactive decision-making skills
Strong ability to collaborate
Strong communication skills
Minimum of 1 year of experience in customer support
Able to travel to offices consisting of Columbia, MD, Falls Church, VA and Richmond, VA.
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.
Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Set up and deactivate accounts/tools as part of onboarding/offboarding (Advisor Workplace, Ring Central, Gryphon, Credentialing).
Request, distribute, and collect key cards and physical keys; ensure timely return upon separation.
Create and manage basic onboarding/offboarding service now tickets; track progress through completion.
Process BOBs upon termination and support termination-related administrative follow-ups.
Support Broker Protocol requirements and related documentation/coordination as needed.
Office seating assignment and occupancy tracking
Partner with the sourcing team to generate and maintain candidate/associate flow.
Review Smartsheet progress and support follow-ups to keep sourcing activity on track.
Escalate outstanding technology tickets to Complex Technology Lead and track to resolution.
Coordinate and support branch culture events.
Plan and execute quarterly branch fun events.
Coordinate the Branch Equitable Day of Service in partnership with leadership and volunteers.
Backup Front Desk in daily tasks
Basic technology troubleshooting (such as TVs, conference room camera, copiers, etc.)