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Equitable

Business Operations Coordinator

Equitable

Branch Operations Coordinator optimizing management's time and coordinating with internal and external stakeholders. Hybrid position with responsibilities in scheduling, correspondence, and operations in Dallas, TX.

Posted 4/21/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 5 year+ of Administrative Admin or Business Operations Experience
  • Ability to work in a face 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.)
  • Proactive decision-making skills
  • Ability to collaborate
  • 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.

Benefits

Comp & perks
  • medical
  • dental
  • vision
  • 401(k) plan
  • paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
document managementproject administrationMicrosoft Office Suitecalendar coordinationmeeting organizationagenda preparationpresentation preparation
Soft Skills
proactive decision-makingcollaborationeffective communicationdiscretiontrustworthinessself-managementprioritization