Financial Advisor Support Specialist

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

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.