Waypoint Financial Partners
Waypoint Financial Partners offers investment products, wealth management, asset allocation, risk management, and estate planning services.
- Open roles
- 401
Job facts
- Location
- Los Angeles, California, United States of America
Last verified live 3 days, 15 hours ago · checked directly on the company's Oracle Taleo
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Branch Operations Coordinator
at Waypoint Financial Partners
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 Branch Operations Coordinator to join our team in Los Angeles, CA. 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
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Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management
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Provide high-level administrative and operational support to the Complex Operations Manager, ensuring seamless day-to-day business operations
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Travel to other branch office locations as needed to provide backup Office Coordinator support and ensure continued branch operations coverage
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Assist with branch event planning, meeting preparation, and other administrative needs, including required travel to branch locations and off-site events
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Recruiting support for District Managers, sourcing, screening, setting interviews, tracking
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Maintain office functionality by ordering and tracking pantry and office supplies and managing incoming mail
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Assist in tracking of onboarding. Working with Onboarding and Operations Managers
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Ensure checks, correspondence, and other critical mail are received and processed expeditiously
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Provide high-level administrative support to leadership, including VP-level support
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Assist with client service needs and communications
This role requires 15% of travel to other branch locations to provide backup Office Coordinator support, along with assisting with branch off-site events.
This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM EST) to ensure consistent, real-time support and a high-quality customer experience.
The base salary range for this position is $55,000 - $65,000. 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