Remote Advisor Support Specialist

Corebridge Financial, Inc.

Kansas

Remote

USD 30,000 - 34,000

Full time

6 days ago
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Benefits offered by this job

Health and wellness programs
401(k) with company matching
Employee Assistance Program
Matching charitable donations
Volunteer Time Off
Paid Time Off

Job summary

Corebridge Financial, Inc. is seeking an Administrative Support professional to assist Financial Advisors remotely in Kansas. The role involves handling calls, coordinating schedules, processing documents, and delivering proactive client service.

The ideal candidate will be proficient in Microsoft Office, maintain confidentiality, and manage multiple tasks in a fast-paced team environment, with a 40-hour work week and remote setup.

Qualifications

  • High school diploma or equivalent required.
  • Prior customer service experience with a focus on delivering exceptional support and service.
  • Ability to work 40 hours per week.

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 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

Self-motivation
Independent work
Communication skills
Discretion
Organizational skills
Customer service experience

Education

High school diploma or equivalent

Tools

Microsoft Office Suite
SharePoint

Job description

Corebridge Financial, Inc. is seeking an Administrative Support professional to assist Financial Advisors remotely in Kansas. The role involves handling calls, coordinating schedules, processing documents, and delivering proactive client service.

The ideal candidate will be proficient in Microsoft Office, maintain confidentiality, and manage multiple tasks in a fast-paced team environment, with a 40-hour work week and remote setup.

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