Advisor Assistant

Corebridge Financial; Houston (TX); On-site; USD 27,000 - 39,000; Full time

Benefits offered by this job

Health and wellness benefits

401(k) with company match

Employee assistance program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial is seeking a remote Administrative Support professional to assist financial advisors with daily operations, client communications, and documentation processing.

You will coordinate scheduling, prepare reports, and maintain confidential client records while delivering top-notch service in a fast-paced environment.

Qualifications

• Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
• Strong written and verbal communication skills with the ability to interact professionally and effectively.
• Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
• Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
• Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
• Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
• Prior customer service experience with a focus on delivering exceptional support and service.
• High school diploma or equivalent required
• Ability to work 30–40 hours per week.

Responsibilities

• Provide comprehensive administrative support to one or more Financial Advisors, ensuring efficient day-to-day operations.
• Review client account information, prepare reports, and assist with account-related administrative activities.
• Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs.
• Assist with the preparation, processing, and tracking of client documentation, forms, and correspondence.
• Manage client communications, ensuring accuracy, timeliness, and a high level of service.
• Deliver exceptional client support through high-volume interactions, responding to inquiries and resolving issues in a professional and timely manner.
• Maintain accurate records and uphold strict confidentiality standards when handling client and business information.

Skills

Self-motivation

Written and verbal communication

Organizational skills

Independent work

Confidentiality

Time management

Multitasking

Customer service

Technical aptitude

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint, SharePoint)

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

About The Role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.

Responsibilities

• Provide comprehensive administrative support to one or more Financial Advisors, ensuring efficient day-to-day operations.
• Review client account information, prepare reports, and assist with account-related administrative activities.
• Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs.
• Assist with the preparation, processing, and tracking of client documentation, forms, and correspondence.
• Manage client communications, ensuring accuracy, timeliness, and a high level of service.
• Deliver exceptional client support through high-volume interactions, responding to inquiries and resolving issues in a professional and timely manner.
• Maintain accurate records and uphold strict confidentiality standards when handling client and business information.

Skills And Qualifications

• Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
• Strong written and verbal communication skills with the ability to interact professionally and effectively.
• Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
• Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
• Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
• Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
• Prior customer service experience with a focus on delivering exceptional support and service.
• High school diploma or equivalent required
• Ability to work 30–40 hours per week.

Compensation

The base hourly rate of pay for this position is up to $24.00 per hour, based on experience.

Work Location

This role offers a fully remote work arrangement; however, applicants must maintain a primary residence within 50 miles of a Corebridge Financial office.

Remote (Houston, TX or Tampa, FL)

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area

AS - Administrative Support

Estimated Travel Percentage (%) : No Travel

Relocation Provided: No

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