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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.

Open roles
349

Company signals

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
Hybrid · Los Angeles, California, United States of America
Workplace
Hybrid

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

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Branch Controls 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.

Equitable is looking for a dynamic Branch Controls Coordinator to join our team! This position offers a hybrid schedule with 3 days on-site per week at our Los Angeles CA, Irvine CA, Woodland Hills CA, Portland OR offices.

What You’ll Be Doing

  • Provide administrative support to Controls and supervision leadership and team members.

  • Schedule meetings, maintain calendars, and coordinate logistics for compliance reviews, audits, and training sessions.

  • Maintain departmental files, records, and documentation in accordance with record retention requirements.

  • Track compliance activities, action items, and deadlines to ensure timely completion.

  • Perform data entry, validation, and quality checks for compliance-related records.

The base salary range for this position is $60,000 - $75,000. 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