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Equitable Office Coordinator, Richmond in Richmond, Virginia

Office Coordinator, Richmond ( 210000LW )

Primary Location : UNITED STATES-VA-Richmond

Organization : Equitable

Schedule : Full-time


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.

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

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 offices in Maryland (Columbia) and Virginia (Falls Church, Richmond, Roanoke) house over 200 Financial Professionals and Staff support members and have an additional 50 team members integrated throughout the region.

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

Responsibilities include but not limited to:

  • 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



Minimum Qualifications:

  • Bachelor’s degree preferred

  • 1-2 years of experience in business is preferred

Preferred Qualifications:

  • 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

  • Ability to collaborate

  • Written and verbal communication skills

Role is expected to be in office

About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Req ID: 210000LW