Office Manager (On-Site)

Equitable•Columbia, MD

7h•$61,000 - $65,000•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 seeking a highly organized and customer-focused Office Manager to support the day-to-day operations of our Columbia, MD office. Reporting to the Complex Operations Manager, this role serves as a key partner to leadership, advisors, and candidates by coordinating onboarding activities, supporting office operations, managing administrative processes, and helping ensure an exceptional branch experience. This role is ideal for a proactive professional who thrives in a fast-paced environment, enjoys supporting multiple stakeholders, and takes pride in creating a well-organized and welcoming workplace. This position will have on–site presence of 5 days per week to foster team collaboration. Office Location: 6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045

Requirements

Bachelors degree
3+ years of experience supporting office operations, business administration, branch management, operations coordination, or a related function in a professional business environment.
Demonstrated ability to build effective working relationships and collaborate effectively with leadership teams, advisors, candidates, and cross-functional business partners.
Proven ability to work independently, exercise sound judgment, and take initiative in a fast-paced environment with minimal supervision.
Proactive problem-solving and decision-making abilities, with a demonstrated capacity to anticipate needs, identify process improvements, and implement effective solutions.
Highly adaptable and resourceful, with the ability to navigate changing priorities and respond effectively to business needs.
Proficiency with Microsoft Office Suite, including Outlook, Word, Excel (Pivot Tables, formulations, etc.), and PowerPoint; CRM systems, or other business management tools is preferred.
Ability to handle sensitive and confidential information with professionalism, discretion, and integrity.
Demonstrated commitment to teamwork, operational excellence, and creating a positive experience for employees, advisors, candidates, and clients.

Nice To Haves

Established experience with reporting.
Ability to assist with office equipment.
Prior experience working within financial services, wealth management, insurance, or a professional services environment.
Experience supporting advisor onboarding, licensing, credentialing, or recruitment-related processes.
Familiarity with licensing exams, exam scheduling, and candidate preparation activities

Responsibilities

Partner with the Complex Onboarding Manager to support advisor and employee onboarding.
Serve as a primary point of contact for candidates throughout the onboarding and licensing process.
Coordinate exam preparation, scheduling, and related candidate communications.
Support new user setup, system access requests, and onboarding documentation.
Process reimbursements.
Prepare and distribute reports for leadership and branch operations.
Provide administrative support for branch initiatives and special projects.
Serve as backup to Office Coordinator to include processing of checks, support for mailroom functions, office supplies, and general office needs.
Ensure efficient day-to-day office operations.
Act as liaison with property management and vendors for office and facility-related matters.
Manage marketing material and prospectus inventory and ordering.
Support CRM-related activities, reporting, and administrative processes.
Assist leadership with branch-specific operational needs and process improvements.
Coordinate local meetings, training sessions, recruiting activities, and branch events.
Support employee engagement initiatives and help foster a positive office culture.
Manage event logistics, vendor coordination, and facility arrangements.