Nexstep Financial Group
Nexstep Financial Group offers risk management, asset allocation, financial consulting, life insurance and estate planning services.
- Open roles
- 363
Job facts
- Location
- UNITED STATES-IL-Oak brook
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Branch Office Coordinator
at Nexstep 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.
We are seeking a highly organized, service-drivenBranch Office Coordinator to join our team in Oak Brook, IL. 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.
In this role, you will be at the center of daily operations—driving efficiency, supporting critical business processes, and ensuring our office environment reflects the professionalism and excellence of the Equitable brand. If you thrive in a fast-paced, people-focused environment and enjoy balancing operational execution with coordination and communication, we want to hear from you.
[Onsite] – This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM EST) to ensure consistent, real-time support and a high-quality customer experience.
What You’ll Be Doing
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Coordinate the intake, sorting, and delivery of incoming correspondence, prioritizing time-sensitive materials
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Maintain operational accuracy by logging checks, applications, and forms to the appropriate service centers in a timely manner
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Ensure office readiness by managing inventory of supplies and sales materials to support business continuity
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Lead office coordination efforts, including client hospitality, equipment upkeep, and vendor engagement for day-to-day needs
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Drive training excellence by coordinating Associate Training sessions—developing agendas, managing technology, organizing speakers, and confirming attendance
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Enable seamless communication across associates, leadership, and partners to ensure alignment and execution
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Support talent acquisition efforts through recruiting coordination and sourcing activities
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Deliver a best-in-class experience for clients and associates by ensuring responsiveness, professionalism, and attention to detail at every touchpoint
The base salary range for this position is $54,000 - $60,000. 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