Equitable Operations Coordinator (Anchor) in KANSAS CITY, Kansas
Operations Coordinator (Anchor) ( 22000094 )
Primary Location : UNITED STATES-KS-KANSAS CITY
Other Locations : UNITED STATES-KS-Overland Park, UNITED STATES-MO
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?
The Missouri branch of Equitable Advisors is seeking an Operations Coordinator for its Kansas City office. The role will report to the Branch Operations Manager (BOM) of the RM branch, also located in the Denver office. Partner with the entire Operations team to provide primary office and systems administration, new-hire onboarding, recruiting system support and tracking, new business coordination and commission troubleshooting, advisor and district manager (DM) operational support, and special events and projects as assigned by BOM.
Responsibilities include but not limited to:
Office and systems administration : Responsible for the day-to-day operations of the office, including support of management, associates, and staff. Manage all office business systems and related vendors including facilities management, network infrastructure, security system, copiers, and end user computers usage. Responsible for organizing and maintaining all local branch files and records.
New-hire onboarding : Provide hands-on onboarding support for all new recruits navigating through the new hire experience including a complete orientation to expectations, requirements and application of available tools to build a financial planning practice as well as the benefits of being associated with the firm requiring coordination with other branch specialists. Tracking and reporting support to ensure the branch coordinates onboarding with broader organization requirements.
Recruiting system support and tracking : Provide local coordination of all recruiting processes and systems related to recruiting new financial advisors including the management of interviewing tracking and processing of new candidate hiring paperwork to meet critical timelines. Helping to ensure candidates progress to onboarding in the most efficient and effective manner possible. Collaborate and coordinate with the branch team to manage a complex, interrelated system focused on tracking and managing candidates to join the firm.
New business coordination and commission troubleshooting : Helping to build a competence in processing of new business for advisors and support staff across the numerous product lines offered by Equitable, this position will be able to support a “submission to commission” support capability to ensure efficient and expedited completion of business transactions. Help communication information regarding pending cases and opportunities to close business transactions. Provide initial research into barriers to problems that arise during the processing of new business/commissions with service centers and HQ to facilitate escalated resolution with branch management.
Advisor/DM operational support : Support the tracking and implementation of all operational areas affecting our advisors/DMs ability to conduct business with Equitable Advisors with an ease of doing business standard. Scope of this responsibility includes contract validations to benefits qualifications to succession planning for an advisor’s retirement.
Special events/projects : Plan, organize and coordinate both local, branch and regional events and meetings within budgetary and targeted objective expectations in a collaboration with the operations team. Events will range from small local management sessions up to larger events such as an Awards Banquet or Education Conference with 400 participants for the region. Will participate in the development of the project concept, agenda/speakers, venue selection/logistics and communications to target audience.
This role is required to be in office
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.
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
Diversity, Equity, and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Bachelor degree preferred
Research and data-gathering ability
Analytical business skills contributing to good judgement and independent decision-making
Strong organizational and negotiation skills; ability to build an internal support network
Ability to manage multiple projects and prioritize tasks in a collaborative team environment
Expertise in Microsoft Office tools (Outlook, excel, Word)
Knowledge of standard office equipment (copiers, fax, scanners, computers, printers, phones)
Ability to collaborate and communicate with all levels of internal/external clients with diplomacy and tact.
Strong verbal and written communication skills
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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: 22000094