District Office Coordinator - Boca Raton FL

About The Role

The District Office Coordinator (DOC) provides administrative and operational support to the Division Vice President, managing office logistics, schedules, and communications. The role is performed on-site in Boca Raton, FL.

• Support the 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.
• Maintain the Division Vice President’s schedule and arrange travel as appropriate.
• Maintain compliance files and logs for the division.
• 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, and emails.
• Communicate policy information and company procedures effectively to all clients.
• NOTE:
  
  This position does not involve selling duties or advising clients.

• Action‑oriented, high energy, personable, empathetic, and with a desire to help clients.
• Proficiency with MS Office, including Excel and PowerPoint.
• HS diploma or GED required; bachelor’s degree preferred.
• Minimum 2 years of administrative experience.
• Ability to handle multiple tasks and projects simultaneously.
• Excellent communication and organizational skills.
• Must maintain a high degree of confidentiality.
• Experience with CRM/Salesforce software.
• Experience or interest in the financial services industry.

Boca Raton, FL

Base salary range: $48,000–$52,000. Eligible for discretionary bonus and other benefits. Travel may be required up to 25%.

• Health, dental, vision and mental health support.
• 401(k) plan with up to 6% company match and 3% contribution.
• Employee Assistance Program.
• Matching charitable donations 1:1 up to $5,000.
• Volunteer time off up to 16 hours annually.
• Paid Time Off: at least 24 days.

We are an equal‑opportunity employer. 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. Reasonable accommodations for job applicants and employees will be provided on a case‑by‑case basis under applicable law.

This position is deemed a "covered associate" under SEC Rule 206(4)-5. Candidates must disclose all U.S. political contributions made by themselves and household members over the past two years. No political contributions that would conflict with SEC or state rules will make a candidate eligible for consideration.