Operations Coordinator

EQH • Jacksonville, FL

6d • $48,000 - $55,000 • 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. 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.

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: Entry Level