Business Operations Coordinator (HYBRID)

Equitable • Dallas, TX

9h • $70,000 - $80,000 • 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.

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
• Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
• 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.
• Knowledge of Organization: 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.
• 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.
• Project Administration: 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.
• This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

Benefits

• Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.
• Eligibility for these programs depends on level and functional area of responsibility.
• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees