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Project Coordinator

Project Coordinator

KellyMitchell GroupWhite Plains, NY, US
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Job Summary :

Our client is seeking a Project Coordinator to join their team! This position is located in White Plains, New York.

Duties :

  • Review and manage documentation related to disciplinary and supervisory cases
  • Monitor agent communications to identify potential compliance or conduct concerns and escalate appropriately
  • Ensure branch offices adhere to established supervision workflows and compliance standards
  • Support reporting, data analysis, and trend identification to strengthen compliance and risk management programs
  • Assist with EthicsPoint case management and enhanced underwriting review processes
  • Coordinate with internal stakeholders while maintaining clear, professional, and timely communication
  • Utilize disciplinary action systems to track cases and manage related correspondence efficiently

Desired Skills / Experience :

  • Bachelor's degree in Business, Finance, Accounting, or a related field
  • 1+ years of experience in insurance, securities compliance, or operational support
  • Strong analytical, investigative, and organizational skills with the ability to interpret and manage complex information
  • Excellent written and verbal communication skills, with attention to clarity and detail
  • Proficiency in Microsoft Office applications, including Word and Excel
  • Knowledge of life insurance, annuities, and mutual funds
  • Familiarity with compliance reporting, supervisory workflows, and documentation standards
  • Active or previous FINRA Series 6 or 7 license and / or relevant insurance designations preferred

    • Benefits :

  • Medical, Dental, & Vision Insurance Plans
  • Employee-Owned Profit Sharing (ESOP)
  • 401K offered

    • The approximate pay range for this position is between $18.00 and $26.00 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

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    Project Coordinator • White Plains, NY, US

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