Site Coordinator - Fresno, CA jobs in United States
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Principal Financial Group · 2 months ago

Site Coordinator - Fresno, CA

Principal Financial Group is seeking a detail-oriented Site Coordinator for their Fresno, CA office. The role involves providing high-level service for office operations, including administrative support, onboarding, and coordination with both local and home office partners.

Financial ServicesInsurance
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Responsibilities

Greeting visitors and answering phones for the office location and providing a positive first impression for Principal
On-site building coordinator responsibilities for facilities, equipment management and technology for the local office
New hire orientation and onboarding, including equipment and space set up
Being the liaison between home office and building management on space planning and building maintenance
Assisting with local administrative tasks including: processing mail and packages, office communications, coordination of onsite office events, office supply ordering, expense processing, business resumptive planning, office management, project work etc
Providing administrative support & collaboration with multiple teams (New Business & Marketing) and advisors to help support the customer experience

Qualification

Customer serviceOrganizational skillsTime managementFinancial services experienceTechnology proficiencyMultitaskingCommunication skillsProblem solvingDecision-makingNegotiation skills

Required

College degree or equivalent experience
Strong customer service, organizational, prioritization and time management skills
Strong knowledge of technology and how to use effectively in an office setting
Highly proficient in decision-making while negotiating, influencing and balancing the needs of home office and field employees

Preferred

Prior experience in the financial services industry

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible

Company

Principal Financial Group

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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase