District Office Coordinator
$45,000–$55,000 year
On-siteStevens Point, Wisconsin, United States
Job Summary
Support Division Vice President(s) with correspondence, presentation materials, and administrative functions while managing day-to-day office operations including mail, supplies, and sales literature. Maintain the Division Vice President's schedule, arrange travel, and prepare expense reports. Create and distribute statistical reports tracking financial professionals' progress and ensure client satisfaction through responsive communication and clear policy guidance. Maintain compliance files and logs while communicating company procedures effectively to all clients. This in-person role in Williamsville, NY requires proficiency with MS Office and CRM/Salesforce software.
Required Qualifications
- HS Diploma or GED
- 2+ years of administrative experience
- Must maintain a high degree of confidentiality
- Experience with CRM/Salesforce software
- Interest in the Financial Services industry
- Must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations
Desired Qualifications
- Bachelor's degree
- Action oriented
- High energy
- Personable
- Empathetic
- Demeanor with the desire to help our clients
- Proficiency with MS Office including Excel and PowerPoint
- Excellent communication skills
- Organizational skills
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.