District Office Coordinator at Corebridge Financial | United States | Rezi

District Office Coordinator at Corebridge Financial

District Office Coordinator

Corebridge Financial · United States

Yesterday

District Office Coordinator

Corebridge Financial · United States

a day ago
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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. The role will ensure client satisfaction through responsive communication and clear policy guidance.

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

Requirements

  • Action oriented, high energy, personable, demeanor with the desire to help our clients
  • Proficiency with MS Office including Excel and PowerPoint
  • 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 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.

Skills

  • Action oriented
  • High energy
  • Personable
  • Empathetic
  • MS Office proficiency
  • Excel proficiency
  • PowerPoint proficiency
  • Ability to handle multiple tasks
  • Ability to handle multiple projects
  • Excellent communication skills
  • Organizational skills
  • Confidentiality
  • CRM/Salesforce experience
  • Financial Services industry experience

Location

  • Williamsville, NY

Work Type

  • In-person
  • Full-time

Experience Level

  • 2+ years of administrative experience

Education Level

  • HS Diploma or GED required
  • Bachelor's degree preferred

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Wellness initiatives
  • Retirement benefits options
  • 401(k) Plan with Company matching contribution
  • Employee Assistance Program
  • Matching charitable donations
  • Volunteer Time Off
  • Paid Time Off (PTO)

About the Company

  • At Corebridge Financial, we believe action is everything.
  • 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.
  • Values: Stronger as one, Deliver on commitments, Learn improve and innovate, Inclusive.
  • 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.
  • 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.
  • We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
  • To learn more please visit: www.corebridgefinancial.com
  • American General Life Insurance Company

Equal Opportunity

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