LIMRA and LOMA currently have an opportunity for a full-time hybrid Business Unit Coordinator to join our Finance team. This is a role full of diverse duties and responsibilities and is a great position for the right individual. If you are interested in using your talent, skills, education and experience, this may be the role for you!

We are looking for an experienced Administrative Assistant/Business Unit Coordinator who is a self-starter, has strong organizational skills, and will provide overall administrative support for the Finance team. The focus is on coordination for the leadership team and project coordination support.

We offer a Work for Your Day flexible hybrid schedule and a full benefits package that begins on day one!

Job Responsibilities

• Manage the day-to-day administrative affairs for assigned Finance divisional leaders as well as some calendar management
• Reviews, proofreads, and formats all correspondence prepared for assigned leaders to ensure accuracy and completeness, etc. as well as identify where the leader’s correspondence might be inconsistent with organizational policy and ensure accuracy
• Organize and coordinate in-person and virtual meetings; provide on-site support in either the Atlanta, GA or Windsor, CT office for in-person meetings
• Makes and reviews all travel arrangements for assigned leaders; prepares the itinerary, confirms lodging and transportation, and processes travel reconciliation
• Responds promptly to customers / members, using knowledge and division resources as needed to answer questions / requests promptly 
• Responds to and handles confidential and sensitive information with poise, tact, and diplomacy
• Support Finance leadership team with assigned project-based work which may include drafting and modifying a variety of documents including Board presentation and/or correspondence as well as project coordination, follow up and tracking
• Gather information related to key performance indicators (KPIs) to assist with tracking operational performance and identify areas for optimization
• Supports staff by assisting with various project-related ad hoc support tasks 
• Performs simple accounting functions
• Provides training on company systems to staff as needed
• Serves as SharePoint site administrator for the Finance department

Skills you will bring

• Experience supporting leaders, preferably in an Accounting/Finance setting
• Demonstrated interpersonal and team building skills among all organizational levels
• Demonstrated fluency on Microsoft Word, Outlook, Excel and PowerPoint
• Demonstrated communication and writing skills
• Demonstrated ability to work in an organized manner and manage time efficiently and effectively in a fast-paced environment
• Demonstrated ability to maintain confidentiality
• Demonstrated experience providing administrative support and coordination for departmental projects using strong organizational and follow-through skills
• Ability to maintain high level of accuracy and attention to details
• Ability to be the liaison for our third-party administrators and coordinate on follow-up and outstanding items
• Ability to multi-task and adapt to changing priorities and duties
• Experience coordinating and planning meetings (virtual and in-person)
• Experience making travel arrangements and processing expense reports
• Ability to exercise initiative and knowledge to reply to division inquires/requests
• Experience with NetSuite, Concur, UKG human capital management system, SalesForce and SharePoint a plus

ABOUT LIMRA and LOMA

LIMRA and LOMA is an international research and education trade association for the financial services industry, serving the needs of more than 700 member companies across 71 countries.
About LIMRA 

Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections, and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com.
About LOMA

Established in 1924, LOMA helps to advance the financial services industry by empowering more than 700 financial services companies to navigate change with confidence. Visit LOMA at www.loma.org.

Diversity and Inclusion
LIMRA and LOMA are committed to creating an inclusive workplace. Our commitment to diversity, equity, and inclusion extends to hiring individuals with unique perspectives and backgrounds. The range of experiences and viewpoints that our employees bring to work every day is a vital part of how we help members navigate with confidence.

We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.

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