District Office Coordinator

Corebridge Financial•Williamsville, NY

10d•$45,000 - $55,000•Onsite

About The Position

The District Office Coordinator will provide administrative and operational support to the Division Vice President, manage office logistics, and coordinate schedules and reporting. Also, the role will ensure client satisfaction through responsive communication and clear policy guidance. This is an in-person role. Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in-line with business needs.

Requirements

Action oriented, high energy, personable, empathetic, demeanor with the desire to help our clients
Proficiency with MS Office including Excel and PowerPoint
An individual with a HS Diploma or GED required
2+ years of administrative experience
Ability to handle multiple tasks and projects simultaneously
Excellent communication skills and organizational skills
Must maintain a high degree of confidentiality
Experience with CRM/Salesforce software
Experience in or interest in the Financial Services industry

Nice To Haves

bachelor’s degree preferred

Responsibilities

Support Division Vice President(s) with correspondence, presentation materials, and other administrative functions
Manage day-to-day operations of the division office, including mail, supplies, and sales literature
Manage the Division Vice President’s schedule and make appropriate travel arrangements
Maintain Division compliance files and logs
Prepare and process the Division Vice President’s expense reports
Create and distribute statistical reports tracking financial professionals’ progress on assigned goals
Provide loyalty-building service to clients by answering incoming phone calls/requests/emails
Communicate policy information and company procedures effectively to all clients
This position will not perform selling duties or advise clients