# Business Operations Coordinator (HYBRID)

Equitable•Dallas, TX

7d•$70,000 - $80,000•Hybrid

## 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. Equitable is looking for a dynamic Branch Operations Coordinator to join our team! This position is a Hybrid work position based out of our Dallas, TX office.

## Requirements

- 5 year+ of Administrative Admin or Business Operations Experience
- Ability to work in a face paced environment while serving in different capacities
- Proven success working with confidential material – must be discreet and trustworthy
- Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.)
- Proactive decision-making skills
- Ability to collaborate
- Verbal and Written communication skills
- Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
- 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.
- Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
- 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

- Managing scheduling and calendar coordination to optimize management’s time.
- Handling correspondence, communications, and document preparation for the branch.
- Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups.
- Acting as a liaison between internal/external stakeholders and coordinating Sales management team.
- Serving in an Operations capacity to ensure the branch’s needs are met.
- This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

## 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**: Mid Level  
**Education Level**: No Education Listed  
**Number of Employees**: 501-1,000 employees