Branch Office Coordinator

Equitable•San Francisco, CA

1d•$60,000 - $65,000•Onsite

About The Position

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? The Pacific Complex in Wealth Management is looking for an Office Coordinator within the San Francisco site. This person will report into the Complex Ops Manager and will be responsible for supporting the advisors and district managers throughout the Northern California offices.

Requirements

Intermediate problem-solving skills
Research and data gathering ability
Analytical skills
Basic negotiation skills
Strong organizational skills
Excellent verbal and written communication skills
Ability to prioritize tasks
Ability to manage multiple projects
Excellent proofreading ability
Ability to train and mentor employees
Excellent collaboration skills
Role will be performed in office, with flexibility as needed
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.
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.
Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.