District Office Coordinator - Boca Raton FL

Corebridge Financial • Boca Raton, FL

5d • 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. This position will not perform selling duties or advise clients. 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

• 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
• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Nice To Haves

• bachelor’s degree preferred
• Experience in or interest in the Financial Services industry

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

Benefits

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED