Remote Advisor Assistant — Client Support & Admin

Corebridge Financial; California (MO); On-site; USD 32,000 - 34,000; Part time

Job summary

Corebridge Financial is seeking a detail-oriented Administrative Assistant to support a financial advisor. The role involves answering calls, processing paperwork, data entry, and coordinating client communications.

This remote position serves WA, OR and CA regions, with a focus on accuracy and responsiveness. Ideal candidates will have strong MS Office skills, excellent verbal and written communication, and the ability to work independently within a team.

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.
• Must be discreet with all client interactions and documents.
• Must possess strong organizational skills.
• Must be proficient with MS Office applications.
• # of hours per week - 20

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

High school

Office experience

Communication skills

MS Office proficiency

Team player

Adaptability

Discretion

Organization

Self-motivation

Coachable

20 hours/week

Education

High school diploma or equivalent

Tools

MS Office

Job description

Corebridge Financial is seeking a detail-oriented Administrative Assistant to support a financial advisor. The role involves answering calls, processing paperwork, data entry, and coordinating client communications.

This remote position serves WA, OR and CA regions, with a focus on accuracy and responsiveness. Ideal candidates will have strong MS Office skills, excellent verbal and written communication, and the ability to work independently within a team.