Pollack Financial Group
Pollack Financial Group offers wealth management, investment management, and financial planning services.
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- Location
- UNITED STATES-NJ-Toms River
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Branch Office Coordinator
at Pollack Financial Group
About the Role
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 Office Coordinator to join our team!
What You’ll Be Doing
- Local facilities champion and is a key resource to the Complex Operations Manager and Operations Manager in Toms River, NJ Branch
- Role will manage the day-to-day facilities of Toms River and ensure that BAU (business as usual) tactical items are completed timely and accurately.
- Role will support the Toms River, NJ office which currently has over 50 advisors and staff.
- Role will manage and process mail, log checks, handle correspondence, and other critical mail processing daily and send to appropriate service areas for timely processing.
- Location liaison, works with building management, and site contact for corporate real estate projects
- Will maintain inventory of supplies for printing and stationery, office pantry and order as necessary.
- Role will maintain floor plans and phone directories and update timely.
- Responsible for implementing specific tasks associated with onboarding and terminating of advisors and staff
- Assisting in ordering technology and solving Level 1 Tech Issues and works with Technology Manager as needed
- Assist in sourcing for the managers in Atlantic Liberty branch and perform sourcing activities through tools such as LinkedIn, Indeed, Handshake
- Work with Management Team and reserve conference rooms and coordinate in-house training and events that take place.
- Enforces health & safety and Standard Office Procedures in the branch, and proactively looks to keep it up to date.
- Additional responsibilities and miscellaneous projects as needed
This position is a onsite work position based out of our Toms River, NJ office.
The base salary range for this position is $60,000 - $62,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, 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. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program