Branch Office Coordinator

Equitable•Lower Merion Township, PA

2d•$49,000 - $60,400•Onsite

About The Position

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. The Philadelphia, PA office is seeking a detail-oriented/multi-tasking Branch Office Coordinator. This person will report directly to the local Operations Manager.

Requirements

Bachelor’s degree preferred
Able to work closely with both the leadership team and advisors
Ability to function independently and work well with a team
Proactive decision-making skills
Strong ability to collaborate
Strong communication skills
1-2 years of experience in business is preferred
Role is expected to be in office
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.