Advisor Assistant

Corebridge Financial; Oregon; Hybrid; USD 30,000 - 34,000; Full time

Benefits offered by this job

Remote work

Health benefits

401(k) plan

Job summary

Corebridge Financial, Inc. is seeking a detail-oriented Administrative Support specialist to empower our financial advisors and regional teams remotely.

You will handle calls, data entry, scheduling, and client communications with accuracy and confidentiality. The role requires proficiency in Microsoft Office, strong written and verbal communication, and the ability to work independently in a fully remote 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.

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

Microsoft Office

Written and verbal communication

Discretion and confidentiality

Organizational skills

Time management

Customer service experience

Independent worker

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

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.

Values

• 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.

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 40 hours per week.

Work LocationThis position is currently designated as remote - KSCompensationThe anticipated salary range for this position is $22.00 to $25.00 per hour at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications.

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 EmployerCorebridge 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 . Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

Functional Area: AS - Administrative SupportEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance Company