Educated Wealth Strategies
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
Last verified live 1 day, 2 hours ago · checked directly on the company's Oracle Taleo
More roles at Educated Wealth Strategies
- 2027 Summer Intern - Equitable Foundation, Social Impact Team · UNITED STATES-NC-Charlotte
- Mutual Funds Internal Wholesaler · UNITED STATES-NC-Charlotte
- Advisor Assist Financial Professional · UNITED STATES-Remote
- Branch Operations Coordinator · UNITED STATES-CA-Los Angeles
- Branch Compliance Senior Manager · UNITED STATES-NY-New York
- Administrative Assistant · UNITED STATES-NJ-Woodbridge
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