Branch Office Coordinator

EQH•Minneapolis, MN

2d•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 Minneapolis, MN. 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. In this role, you will be at the center of daily operations—driving efficiency, supporting critical business processes, and ensuring our office environment reflects the professionalism and excellence of the Equitable brand. If you thrive in a fast-paced, people-focused environment and enjoy balancing operational execution with coordination and communication, we want to hear from you. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

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
Confident and professional communication skills, with the ability to engage and collaborate effectively across all levels of the organization
Demonstrated ability to manage multiple priorities simultaneously, balancing competing workflows, projects, and problem resolution with accuracy and efficiency
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

Coordinate the intake, sorting, and delivery of incoming correspondence, prioritizing time-sensitive materials
Maintain operational accuracy by logging checks, applications, and forms to the appropriate service centers in a timely manner
Ensure office readiness by managing inventory of supplies and sales materials to support business continuity
Lead office coordination efforts, including client hospitality, equipment upkeep, and vendor engagement for day-to-day needs
Drive training excellence by coordinating Associate Training sessions—developing agendas, managing technology, organizing speakers, and confirming attendance
Enable seamless communication across associates, leadership, and partners to ensure alignment and execution
Support talent acquisition efforts through recruiting coordination and sourcing activities
Deliver a best-in-class experience for clients and associates by ensuring responsiveness, professionalism, and attention to detail at every touchpoint