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Lake Financial Group

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www.lakefg.com

Lake Financial Group is a financial firm offering retirement planning, estate planning, and income tax strategy services.

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349

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Score: 55
Missing required salary 100% Stale listings 0% New cities (90d) 76 Buzzword-heavy listings 3% Growth-mode language 1% SEC Form D filed never Wikipedia No GitHub org No

Job facts

Location
St. Louis, Missouri, United States of America

Last verified live 1 day, 10 hours ago · checked directly on the company's Oracle Taleo

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Business Operations Coordinator

at Lake 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-driven Business Operations Coordinator to join our team in St. Louis. 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

  • Manage the day-to-day operations of the office

  • Handling correspondence, communications, and document preparation for the branch.

  • Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups.

  • Acting as a liaison between internal/external stakeholders and coordinating Sales management team.

  • Handle operational issues and escalations.

This role requires full-time, in-office Monday through Friday, aligning with core hours (8:00 AM–5:00 PM CST) to ensure consistent, real-time support and a high-quality customer experience. The base salary range for this position is $50,000 - $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