Branch Office Coordinator

Equitable•Toms River, NJ

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. Equitable is looking for a dynamic Branch Office Coordinator to join our team! This position is a onsite work position based out of our Toms River, NJ office.

Requirements

Bachelor’s degree or equivalent experience
4+ years' experience, financial industry experience a plus
Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel
Excellent written and verbal communication skills
Proven record of guiding people thru a process
Strong analytical and critical thinking skills with keen interest to further develop these abilities
Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines
Experience working on projects with multiple, cross-functional stakeholders
Highly organized and results-motivated
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.

Nice To Haves

financial industry experience a plus

Responsibilities

Local facilities champion and is a key resource to the Complex Operations Manager and Operations Manager in Toms River, NJ Branch
Manage the day-to-day facilities of Toms River and ensure that BAU (business as usual) tactical items are completed timely and accurately.
Support the Toms River, NJ office which currently has over 50 advisors and staff.
Manage and process mail, log checks, handle correspondence, and other critical mail processing daily and send to appropriate service areas for timely processing.
Location liaison, works with building management, and site contact for corporate real estate projects
Maintain inventory of supplies for printing and stationery, office pantry and order as necessary.
Maintain floor plans and phone directories and update timely.
Responsible for implementing specific tasks associated with onboarding and terminating of advisors and staff
Assisting in ordering technology and solving Level 1 Tech Issues and works with Technology Manager as needed
Assist in sourcing for the managers in Atlantic Liberty branch and perform sourcing activities through tools such as LinkedIn, Indeed, Handshake
Work with Management Team and reserve conference rooms and coordinate in-house training and events that take place.
Enforces health & safety and Standard Office Procedures in the branch, and proactively looks to keep it up to date.
Additional responsibilities and miscellaneous projects as needed