Project CoordinatorKellyMitchell Group • White Plains, NY, US
No longer accepting applications
Project Coordinator
KellyMitchell Group • White Plains, NY, US
2 days ago
Job type
- Full-time
Job descriptionBachelor'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 Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered
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 :
Benefits :
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