Advisor Assistant

Visa Hunt; United States; On-site; USD 36,000 - 54,000; Full time

Job summary

Corebridge Financial is seeking an administrative assistant to support a financial advisor and team. The role involves handling client inquiries, processing paperwork, and preparing reports, with emphasis on accurate data entry and timely communications.

The ideal candidate has strong customer service skills, solid office experience, and a collaborative mindset to thrive in a fast-paced environment.

Qualifications

• High school graduate; customer service experience preferred.
• 2 years of office clerical experience including customer service.
• Strong verbal and written communication skills.
• Self-motivated with willingness to learn and achieve common goals.
• Able to work well in a team and adapt to change.
• Thorough and effective in communications.

Responsibilities

• Provide administrative support to a financial advisor.
• Review accounts and create reports for the financial advisor.
• Respond to client requests for forms or marketing literature.
• Assist with processing paperwork and client mailings.
• Perform other office tasks such as copying, taking messages, and distributing mail.

Skills

Customer service

Verbal communication

Written communication

Teamwork

Adaptability

Self-motivation

Coachable

Education

High school diploma

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 actdecisively 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

• Providing administrative support to a financial advisor.
• Reviewing accounts and creating reports for financial advisor.
• Respond to client requests for forms or marketing literature.
• Assist with processing paperwork and client mailings.
• Performing other office tasks such as copying, taking messages, distributing mail items, as needed.

Skills and Qualifications

• High school graduate or equivalent required, including experience with customer service interactions.
• 2 years office clerical experience including customer service environment
• To be successful in this position, individual must be skilled in verbal and written communications.
• Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
• Must be coachable and work well in a team environment
• Must adapt well to change
• Must be thorough and able to communicate effectively