District Office Coordinator - Boca Raton FL

Who We Are

At Corebridge Financial, we believe action is everything. That's 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 You'll 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 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

* 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 Power Point

* An individual with a HS Diploma or GED required; bachelor's 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 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.

Work Location

This position is based in Corebridge Financial's Boca Raton, FL office.

Estimated Travel

May include up to 25% travel.

#LI-SAFG

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…