Branch Office Coordinator

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.

We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in Walnut Creek, CA. This is an exciting opportunity to play a pivotal role in keeping our branch operating seamlessly while delivering an exceptional experience to both our clients and internal teams.

WHAT YOU'LL BE DOING

• Serve as the welcoming face of the office, providing professional front desk coverage and creating a positive experience for visitors and team members
• Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail
• Provide business processing support, including use of internal systems (e.g., Paperclip),
• Prepare and maintain new appointment folders and documentation
• Support district-level initiatives, meeting preparation
• Provide compliance support and follow up on all required documentation
• Provide high-level administrative support to leadership, including VP-level support
• Manage calendars, coordinate schedules, and process expense reports
• Assist with client service needs and communications

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM) to ensure consistent, real-time support and a high-quality customer experience.

The base salary range for this position is $55,000 - $65,000. 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