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Educated Wealth Strategies

www.educatedwealthstrategies.com

Educated Wealth Strategies offers financial services for education professionals, focusing on financial planning and investment strategies.

Open roles
398

Job facts

Location
Columbia, Maryland, United States of America
Workplace
Onsite

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Office Manager

at Educated Wealth Strategies


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

  • Partner with the Complex Onboarding Manager to support advisor and employee onboarding.

  • Serve as a primary point of contact for candidates throughout the onboarding and licensing process.

  • Coordinate exam preparation, scheduling, and related candidate communications.

  • Support new user setup, system access requests, and onboarding documentation.

  • Process reimbursements.

Office Operations & Administration

  • Prepare and distribute reports for leadership and branch operations.

  • Provide administrative support for branch initiatives and special projects.

  • Serve as backup to Office Coordinator to include processing of checks, support for mailroom functions, office supplies, and general office needs.

  • Ensure efficient day-to-day office operations.

Facilities & Business Support

  • Act as liaison with property management and vendors for office and facility-related matters.

  • Manage marketing material and prospectus inventory and ordering.

  • Support CRM-related activities, reporting, and administrative processes.

  • Assist leadership with branch-specific operational needs and process improvements.

Events & Employee Engagement

  • Coordinate local meetings, training sessions, recruiting activities, and branch events.

  • Support employee engagement initiatives and help foster a positive office culture.

  • 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 - $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