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Site Coordinator

Warren, NJ, USA

Job Type

Full-Time

Workspace

On-Site

About this role

The Advisor & Site Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Firm is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Requirements

Duties and Responsibilities

  • Visitor Management: direct visitors by utilizing resources strategically

  • Oversee conference room scheduling electronically, through use of Outlook

  • Oversee local facilities issues and escalate if needed

  • Administrative responsibilities for associates when needed

  • Securely quality check and manage interoffice processes

  • Manage and trouble shoot office IT machines when necessary

  • Manage daily incoming and outgoing mail to ensure compliance standards

  • Assist with New Associate onboarding and logistics

  • Handle incoming calls in a friendly and professional manner

  • Schedule and confirm appointments in a timely manner 

  • Assist with file prep, paper filing and larger mailings

  • Proactively manage internal platforms and systems so FSRs client information is up to date and accurate

  • Accurately complete, submit, and follow up on status of all new business applications 

  • Act as direct liaison between Financial Advisor and clients 

  • Provide ad hoc support on assigned projects and any escalations


Qualifications

  • Excellent verbal and written communication skills

  • Exceptionally professional and organized

  • Comfortable in a fast-paced environment

  • Ability to collaborate with others, build and maintain relationships

  • Ability to use discretion and maintain client confidentiality

  • Client-first attitude 

  • Proficiency in Microsoft Office

  • Experience in Salesforce is a plus

  • Life, Accident, and Health License and/or Finra Registrations are a plus



CRN202801-8007549

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.

 

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000   CRN202706-6761737

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1. As of 10/23/2024

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2. As of 1/02/2025, our firm’s total Assets Under Management (AUM) were $10,866000,000 and our total Assets Under Administration (AUA) were $32,275,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.

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2. As of 7/3/2023​

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