Office Coordinator Boca Raton FL

Who We Are

At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable empower each other and go above and beyond for our stakeholders.
• We learn improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.

Who Youll Work With

This role reports to the Divisional Vice President aligned to the designated office.

About The Role

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.

Responsibilities

As a District Office Coordinator (DOC) you will be responsible for the following activities:

• 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 Presidents schedule and make appropriate travel arrangements
• Maintain Division compliance files and logs
• Prepare and process the Division Vice Presidents 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
• 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.

Skills and Qualifications

• 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; bachelors degree preferred
• 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

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 Financials 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.

Work Location

This position is based in Corebridge Financials Boca Raton FL office.

Compensation

The anticipated salary range for this position is $48000-$52000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors which may include the candidates geographic location skills experience and other qualifications. Insert if applicable: In addition the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package as detailed below.

Estimated Travel

May include up to 25% travel

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Why Corebridge

At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• 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 $5000.
• 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.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation growth and profitability. Through a wide variety of programs and initiatives we invest in each employee seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process please send an email to . Reasonable accommodations will be determined on a case-by-case basis in accordance with applicable federal state and local law.

We will consider for employment qualified applicants with criminal histories consistent with applicable law.

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