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Equitable · 1 day ago

Branch Office Coordinator

San Francisco, CA

Full-time

Onsite

Entry Level

$60K/yr - $65K/yr

1+ years exp

Equitable is a diverse organization committed to helping clients secure their financial well-being. The Office Coordinator will support advisors and district managers in the Northern California offices by managing front desk operations, scheduling, and assisting with onboarding processes.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Front desk coverage

Scheduling/reserving conference rooms

Mail review and distribution, working closely with compliance

Working closely with the Complex Onboarding manager as well as with candidates

Office and New Advisor technology troubleshooting

New Business processing

Assist in tracking of onboarding (working with Onboarding/Ops Manager)

Ordering Pantry and Office Supplies

Qualification

Office AdministrationProblem SolvingAnalytical SkillsOrganizational SkillsInterpersonal RelationshipsManaging Multiple PrioritiesTrainingCommunication SkillsAttention to DetailNegotiation SkillsMentoring

Required

Intermediate problem-solving skills

Research and data gathering ability

Analytical skills

Basic negotiation skills

Strong organizational skills

Excellent verbal and written communication skills

Ability to prioritize tasks

Ability to manage multiple projects

Excellent proofreading ability

Ability to train and mentor employees

Excellent collaboration skills

Role will be performed in office, with flexibility as needed

Preferred

1-2 years of experience in business is preferred

Bachelor's degree preferred

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)