Office Coordinator Job at Equitable Advisors, Falls Church, VA

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  • Equitable Advisors
  • Falls Church, VA

Job Description

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

The Capital Branch of Equitable Advisors has been a constant in the DC Metro, Maryland and Virginia communities for over 80 years. Situated in, and reflective of the communities they serve, our office in Virginia (Falls Church) houses over 120 Financial Professionals and Branch Team members and have an additional 50+ team members integrated throughout the region.

Are you ready to join an organization that will help unlock your potential?

Qualifications

The Falls Church, VA office is seeking a detail-oriented/multi-tasking Office Coordinator. This person will report directly to the local Operations Manager.

Responsibilities:

• Front desk coverage

• Scheduling/reserving conference rooms

• Mail review and distribution, working closely with compliance

• New Business processing

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

• Ordering study materials for candidates who are testing

• Order pantry and office supplies

• Stock copiers/fax machines

• Miscellaneous projects. to include submitting bills through Ariba

• Main focus on marketing tasks to include assist with event planning, communication and miscellaneous marketing projects.

Required Qualifications:

  • Bachelor’s degree preferred
  • Graphic design experience preferred (Adobe Creative Suite, PowerPoint)
  • Able to work closely with both the leadership team and advisors
  • Ability to function independently and work well with a team
  • Proactive decision-making skills
  • Strong ability to collaborate
  • Detail oriented with a focus on deadlines
  • Strong communication skills
  • 1-2 years of experience in business is preferred
  • Role is expected to be in office 5 days/week

Job Tags

Local area,

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