Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 363
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- Location
- UNITED STATES-PA-Bala Cynwyd
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Branch Office Coordinator
at Unitas Wealth Management
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 detail-oriented Branch Office Coordinator to join our Bala Cynwyd, PA office.
What You’ll Be Doing
- Front desk coverage
- Scheduling/reserving conference rooms
- Mail review and distribution, working closely with compliance
- New Business processing
- Assist in tracking of onboarding (working with Onboarding/Ops Manager)
- Order pantry and office supplies
- Stock copiers/fax machines
- Miscellaneous projects. to include submitting bills through Ariba
This position is an onsite work position based out of our Bala Cynwyd, PA office.
The base salary range for this position is $49,000 - $60,400. 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