Business Operations Coordinator (HYBRID)
Equitable Advisors, Dallas, TX, United States
Job Description - Business Operations Coordinator (HYBRID) (26000084)
Primary Location
Dallas, TX
Organization
Equitable
Schedule
Full-time
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 Business Operations Coordinator to join our team! This position is a hybrid work position based out of our Dallas, TX office.
What You’ll Be Doing
Managing scheduling and calendar coordination to optimize management’s time.
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.
Serving in an Operations capacity to ensure the branch’s needs are met.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Compensation
The base salary range for this position is $70,000 - $80,000. 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.
Benefits
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.
Qualifications
5+ years of Administrative or Business Operations Experience
Ability to work in a fast paced environment while serving in different capacities
Proven success working with confidential material – must be discreet and trustworthy
Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.)
Ability to collaborate
Verbal and written communication skills
Skills
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Managing Multiple Priorities: Knowledge of effective self‑management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
EEO Statement
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
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Primary Location
Dallas, TX
Organization
Equitable
Schedule
Full-time
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 Business Operations Coordinator to join our team! This position is a hybrid work position based out of our Dallas, TX office.
What You’ll Be Doing
Managing scheduling and calendar coordination to optimize management’s time.
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.
Serving in an Operations capacity to ensure the branch’s needs are met.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Compensation
The base salary range for this position is $70,000 - $80,000. 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.
Benefits
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.
Qualifications
5+ years of Administrative or Business Operations Experience
Ability to work in a fast paced environment while serving in different capacities
Proven success working with confidential material – must be discreet and trustworthy
Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.)
Ability to collaborate
Verbal and written communication skills
Skills
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Managing Multiple Priorities: Knowledge of effective self‑management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
EEO Statement
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
#J-18808-Ljbffr