Operations Coordinator

Equitable•Jacksonville, FL

6d•$48,000 - $55,000

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 on the lookout for a dynamic and detail-oriented Operations Coordinator to play a pivotal role in our Jacksonville Branch Office. This position offers an exciting opportunity to grow and develop in a supportive and engaging environment.

Requirements

Bachelor’s degree preferred
1+ years of experience in business is preferred
Proficiency in Microsoft Office Suite.
A keen interest in continuous learning and development.
Strong problem-solving skills and the ability to work independently.
Excellent organizational skills and a track record of meeting deadlines consistently.
Ability to guide others through processes with clarity and confidence.
Attention to confidentiality across all levels of work.
Ability to work seamlessly with both the leadership team and advisors.
Interest in learning more about the finance / wealth management industries.
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
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.
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

Serve as the friendly face of our branch, providing front desk coverage and acting as the local point of contact.
Facilitate effective branch and office communications.
Coordinate office logistics, including space, supplies, and equipment.
Manage accounts payable and oversee bill payments.
Review and distribute mail efficiently and in compliance with relevant rules and regulations.
Troubleshoot conference room, technology, and branch network issues.
Utilize Microsoft Excel and other tools for reporting and analytics.
Support branch events, meetings, and campaigns with enthusiasm.
Administer our CRM program to enhance client relationships.