Office Coordinator

About Us:

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

The Role:

The responsibility of the Office Coordinator is to serve as the primary contact for customers and policy owners and assist with office admin work as needed on our front desk.

This is a REQUIRED In-Office position, 8-5 Monday-Friday.

Specific responsibilities include but will not be limited to:

• Greet visitors and direct them appropriately.
• Answer, screen and record telephone calls.
• Maintain telephone system and agency directory.
• Process incoming and outgoing mail; federal express to home office nightly mail.
• Report policies and other reporting requirements.
• Log and process incoming investment checks – email FR’s for instructions.
• Log incoming and outgoing policies.
• Maintain the reception and Kitchen areas.
• Act as a liaison between office and building management to address issues.
• Make copies, e-file incoming investment correspondence, maintain copy and fax machines.
• Maintain inventory and order office supplies as needed.
• Act as administrative support for financial representatives/staff as needed.
• Complete and/or assist with projects as assigned by the Director of Operations as needed.
• Assist with event planning for various things.

Qualifications:

It is recommended that this Administrative Support position have the following qualifications:

• Basic computer and Microsoft Office experience.
• Ability to handle detailed work with high degree of accuracy.
• Excellent interpersonal skills.
• High level of organizational skills.
• Excellent written and oral communication skills
• Ability to multi-task.
• Ability to be flexible and open-minded.
• Ability to work effectively with people at all levels.