Southwest Branch Office Coordinator

Equitable•Walnut Creek, CA

16h•$55,000 - $65,000•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. We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in Walnut Creek, CA. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

Requirements

2+ years of experience in a business office or administrative environment, demonstrating reliability and strong operational execution
Proven business acumen, with the ability to understand priorities and support overall office and operational objectives
Strong technical proficiency, with the ability to effectively utilize business systems, tools, and software applications
A proactive mindset with the ability to anticipate needs and solve problems independently
Foundational negotiation skills, with the ability to support discussions, influence outcomes, and achieve mutually beneficial solutions
Demonstrated proofreading proficiency, ensuring accuracy, clarity, and consistency across all written materials
Ability to train and mentor employees
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
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.
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.

Nice To Haves

Bachelor’s degree preferred, or equivalent experience showcasing business insight and professionalism

Responsibilities

Serve as the welcoming face of the office, providing professional front desk coverage and creating a positive experience for visitors and team members
Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail
Provide business processing support, including use of internal systems (e.g., Paperclip)
Prepare and maintain new appointment folders and documentation
Support district-level initiatives, meeting preparation
Provide compliance support and follow up on all required documentation
Provide high-level administrative support to leadership, including VP-level support
Manage calendars, coordinate schedules, and process expense reports
Assist with client service needs and communications