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About Charter Oak

Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, we span offices across Connecticut, Massachusetts and New York, with nearly 400 advisors serving the individuals, families, businesses and large institutions we’re privileged to call clients.
We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.

S I T E   C O O R D I N A T O R 


Charter Oak Financial is seeking a Site Coordinator for our Melville, N.Y. location.
The primary role of the Site Coordinator is to provide exemplary customer service to our advisors and clients. The Site Coordinator is responsible for answering calls and fielding them accordingly, addressing client/guest questions and needs, and providing a welcoming environment.
We will need your energetic, self-starter attitude that thrives in a fast-paced, detail-oriented environment.

Primary Responsibilities

  • Greet and announce firm visitors in a friendly, welcoming manner
  • Answer incoming calls and direct them to the appropriate party
  • Maintain appearance and cleanliness of reception area(s), breakroom, lobby, and conference rooms
  • Distribute incoming mail, faxes, and packages
  • Open, review, and date-stamp incoming mail as appropriate for supervisory requirements
  • Post firm mail and prepare UPS packages daily
  • Maintain office machines and supplies, including the postage meter, copiers, and coffee maker
  • Prepare and send any district/detached mail as appropriate
  • Order and maintain supplies from vendors, home office, etc.
  • Maintain the firm phone list
  • Carry out systems and processes to ensure the firm’s administrative operations are running smoothly
  • Coordinate facilities requests, e.g., office moves, HVAC requests, etc.
  • Maintains COVID tracking log
  • Assist COO and Managing Partners with special projects as appropriate
  • Works with COO to provide administrative support

Secondary Responsibilities

  • Quickly embrace and champion new technology and processes that drive practice efficiency
  • Complete assigned onboarding and offboarding tasks
  • Assist other departments as directed
  • Source local vendors when services are required
  • Performs other duties as assigned or required

Measurement Criteria

  • Efficiently processes requests
  • Timely handling of site-specific communications
  • Timely escalation of issues


  • Proficient computer, telephone, and verbal communication skills
  • High School diploma or equivalent
  • Knowledge of MassMutual operational processes
  • Experience with Office 365
  • Minimum 3-5 years of related work experience


Charter Oak Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.