Remote Advisor Assistant | Admin Support for Financial Team

Corebridge Financial; Tampa (FL); On-site; USD 19,000 - 33,000; Full time

Benefits offered by this job

Health insurance

401(k) up to 6% company match

PTO 24 days annually

Volunteer Time Off (VTO)

Employee Assistance Program

Job summary

Corebridge Financial is seeking an Administrative Support professional to provide comprehensive assistance to Financial Advisors in a fully remote capacity. The role involves handling calls, data entry, scheduling, and client documentation with a strong emphasis on accuracy and confidentiality.

You will support daily operations, manage multiple calendars, and ensure timely responses to inquiries while maintaining high service standards.

Qualifications

• Fully remote work with performance expectations.
• Proficiency in MS Office including Word, Excel, Outlook, PowerPoint, and SharePoint.
• Strong written and verbal communication; interacts professionally.

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

Remote work

Microsoft Office

Communication

Organization

Confidentiality

Time management

Customer service

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

SharePoint

Outlook

Excel

Job description

Corebridge Financial is seeking an Administrative Support professional to provide comprehensive assistance to Financial Advisors in a fully remote capacity. The role involves handling calls, data entry, scheduling, and client documentation with a strong emphasis on accuracy and confidentiality.

You will support daily operations, manage multiple calendars, and ensure timely responses to inquiries while maintaining high service standards.