Schwartz Financial Associate
Schwartz Financial Associate is a consultancy that offers financial planning, investment, insurance, budget creation and analytics.
- Open roles
- 413
Company signals
Score: 50Job facts
- Location
- Columbia, Maryland, United States of America
- Workplace
- Onsite
Last verified live 1 day, 8 hours ago · checked directly on the company's Oracle Taleo
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Office Manager
at Schwartz Financial Associate
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 seeking a highly organized and customer-focused Office Manager to support the day-to-day operations of our Columbia, MD office. Reporting to the Complex Operations Manager , this role serves as a key partner to leadership, advisors, and candidates by coordinating onboarding activities, supporting office operations, managing administrative processes, and helping ensure an exceptional branch experience.
What You'll Be Doing
Candidate & Onboarding Support
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Partner with the Complex Onboarding Manager to support advisor and employee onboarding.
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Serve as a primary point of contact for candidates throughout the onboarding and licensing process.
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Coordinate exam preparation, scheduling, and related candidate communications.
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Support new user setup, system access requests, and onboarding documentation.
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Process reimbursements.
Office Operations & Administration
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Prepare and distribute reports for leadership and branch operations.
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Provide administrative support for branch initiatives and special projects.
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Serve as backup to Office Coordinator to include processing of checks, support for mailroom functions, office supplies, and general office needs.
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Ensure efficient day-to-day office operations.
Facilities & Business Support
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Act as liaison with property management and vendors for office and facility-related matters.
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Manage marketing material and prospectus inventory and ordering.
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Support CRM-related activities, reporting, and administrative processes.
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Assist leadership with branch-specific operational needs and process improvements.
Events & Employee Engagement
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Coordinate local meetings, training sessions, recruiting activities, and branch events.
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Support employee engagement initiatives and help foster a positive office culture.
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Manage event logistics, vendor coordination, and facility arrangements.
This role is ideal for a proactive professional who thrives in a fast-paced environment, enjoys supporting multiple stakeholders, and takes pride in creating a well-organized and welcoming workplace.
This position will have on–site presence of 5 days per week to foster team collaboration.
Office Location: 6200 Old Dobbin Lane, Suite 100, Columbia, MD 21045
The base salary range for this position is $61,000 - $70,000. 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