Remote Administrative Assistant for Financial Advisor

Corebridge Financial, Inc.; United States; Remote; USD 22,000 - 33,000; Full time

Job summary

Corebridge Financial is seeking an Administrative Support professional to assist a financial advisor with day-to-day tasks, data entry, and client communications. The role emphasizes organization, discretion, and efficient use of MS Office tools.

The position offers a fully remote arrangement with a requirement to maintain a primary residence within 50 miles of a Corebridge Financial office, supporting either a 30-hour or 40-hour workweek.

Qualifications

• High school graduate or equivalent required, including customer service experience.
• 2 years office clerical experience including customer service environment.
• Must be skilled in verbal and written communications.
• Must be self-motivated and eager to learn the business with shared goals.
• Must be coachable and work well in a team environment.
• Must adapt well to change and be thorough in work.
• Must be discreet with client interactions and documents.
• Must possess strong organizational skills.
• Must be proficient with MS Office and other software applications.

Responsibilities

• Providing administrative support to a financial advisor.
• Reviewing accounts and creating reports for the 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.

Skills

Customer service

Verbal & written communication

MS Office

Team player

Self-motivated

Adaptability

Discretion

Organizational skills

Attention to detail

Education

High school diploma or equivalent

Tools

MS Office

Other software applications

Job description

Corebridge Financial is seeking an Administrative Support professional to assist a financial advisor with day-to-day tasks, data entry, and client communications. The role emphasizes organization, discretion, and efficient use of MS Office tools.

The position offers a fully remote arrangement with a requirement to maintain a primary residence within 50 miles of a Corebridge Financial office, supporting either a 30-hour or 40-hour workweek.