Business Operations Coordinator

EQHSaint Louis, MO
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 Business Operations Coordinator to join our team in St. Louis. 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 Business Operations Experience
  • Ability to work in a fast-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
  • 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.

Responsibilities

  • Manage the day-to-day operations of the office
  • 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.
  • Handle operational issues and escalations.

Benefits

  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off
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