Office Manager (On-Site)

EQH • Columbia, MD

2d • Onsite

About The Position

Equitable is seeking a highly organized, customer-focused Office Manager to support day-to-day operations at its Columbia, Maryland office. Reporting to the Complex Operations Manager, this role partners with leadership, advisors, candidates, and other stakeholders to coordinate onboarding, support branch operations, manage administrative processes, and help create an exceptional office experience. The position is on-site five days per week to foster team collaboration.

The Office Manager supports advisor and employee onboarding, serving as a primary contact for candidates during onboarding and licensing. The role coordinates exam preparation and scheduling, candidate communications, user setup, system access, onboarding documentation, and reimbursements. It also prepares and distributes reports, supports branch initiatives and special projects, provides backup office coordination, and helps maintain efficient daily operations.

Additional responsibilities include liaising with property management and vendors, managing marketing material and prospectus inventory, supporting CRM activities and reporting, and assisting leadership with branch-specific operational needs and process improvements. The Office Manager coordinates local meetings, training, recruiting activities, and branch events, including event logistics, vendors, and facility arrangements, and supports employee engagement and a positive office culture.

The position is based at 6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045. The stated base salary range is $61,000–$65,000; actual salary may vary based on skills, experience, and geographical location. Equitable also describes performance-based compensation opportunities, including salary increases, spot bonuses, and short-term incentives, subject to eligibility. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

• Bachelor's degree.
• At least 3 years of experience supporting office operations, business administration, branch management, operations coordination, or a related function in a professional business environment.
• Ability to build effective working relationships and collaborate with leadership teams, advisors, candidates, and cross-functional business partners.
• 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, including anticipating needs, identifying process improvements, and implementing solutions.
• Adaptability and resourcefulness in navigating changing priorities and responding to business needs.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel (including Pivot Tables and formulas), and PowerPoint.
• Ability to handle sensitive and confidential information with professionalism, discretion, and integrity.
• Commitment to teamwork, operational excellence, and creating a positive experience for employees, advisors, candidates, and clients.
• Skills in continuous learning, data gathering and reporting, document management, effective communications, managing multiple priorities, and results orientation.

Nice To Haves

• Experience with CRM systems or other business management tools.
• Established experience with reporting.
• Ability to assist with office equipment.
• Prior experience in 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 onboarding and the licensing process.
• Coordinate exam preparation, scheduling, and 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.
• Back up the Office Coordinator, including processing checks and supporting mailroom functions, office supplies, and general office needs.
• Help ensure efficient day-to-day office operations.
• Liaise with property management and vendors regarding office and facility 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off
• Base salary increases, spot bonuses, and short-term incentive compensation opportunities, subject to eligibility
• Comprehensive compensation and benefits to support overall well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level