Are you looking to join an organization whose mission is to advance the financial services industry by empowering our members with knowledge, insights, connections and solutions? If so, LIMRA and LOMA, the world’s largest association of life insurance and financial services companies, which represents 1,100 member companies in 71 countries, including most of the world’s largest life insurance and retirement companies is the organization for you!
 

LIMRA and LOMA currently have an opportunity for a full-time hybrid Business Unit Coordinator to join our Research 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 and research support for the team. This position provides overall administrative and project support for assigned staff and units, and others throughout the division as capacity allows. Focus is on administrative support and coordination, client meeting planning and organization as well as ad hoc research and project support, tracking, and coordination.

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

Job Responsibilities

• Provide administrative support for assigned business units and others as needed
• Assist with financial management activities (e.g., submit invoices to Accounts Payable, track invoices submitted for specific projects, identify needed budget codes)
• Serve as SharePoint site administrator for department team
• Provide support with client meetings;
• Organize and coordinate in-person and virtual meetings; arrange online meeting registrations; assist attendees with details on logistics;
• Provide on-site support in Windsor, CT office for in-person meetings.
• Assist research staff with making travel arrangements and processing expense reports
• Support staff by assisting with various project-related research support tasks
• Provide training on company systems to staff as needed
• Respond promptly to customers (internal and external), using knowledge and unit resources as needed to answer questions/request
• Maintain customer and client lists required for assigned groups (Salesforce)
• Review submitted time in time management system (UKG)

Skills you will bring:

• Experience making travel arrangements and processing expense reports
• Microsoft Office, strong Word, Excel, & PowerPoint skills
• Experience coordinating and planning meetings (virtual and in-person)
• Ability to exercise initiative and knowledge to reply to unit inquires/requests
• Accounts Payable/Expense report submittal experience
• Attention to detail; strong fact-checking and validation skills
• Sound written and oral communication skills
• Ability to work both independently and as part of a team
• Experience with Web-ex, Salesforce and SharePoint a plus

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 10 pounds at times.

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.

• This Employer Participates in E-Verify. See the E-Verify notices.
• Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

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.