Lake Financial Group
Lake Financial Group is a financial firm offering retirement planning, estate planning, and income tax strategy services.
- Open roles
- 349
Company signals
Score: 55Job 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
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Provide administrative support to Controls and supervision leadership and team members.
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Schedule meetings, maintain calendars, and coordinate logistics for compliance reviews, audits, and training sessions.
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Maintain departmental files, records, and documentation in accordance with record retention requirements.
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Track compliance activities, action items, and deadlines to ensure timely completion.
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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