Business Operations Coordinator (HYBRID)

EQH•Dallas, TX

1d•Hybrid

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 Operations Coordinator to join our team! This position is a Hybrid work position based out of our Dallas, TX office. At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Requirements

5 year+ of Administrative Admin or Business Operations Experience
Ability to work in a face paced environment while serving in different capacities
Proven success working with confidential material – must be discreet and trustworthy
Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.)
Proactive decision-making skills
Ability to collaborate
Verbal and Written communication skills
Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
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.
Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Responsibilities

Managing scheduling and calendar coordination to optimize management’s time.
Handling correspondence, communications, and document preparation for the branch.
Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups.
Acting as a liaison between internal/external stakeholders and coordinating Sales management team.
Serving in an Operations capacity to ensure the branch’s needs are met.