Remote Financial Advisor Assistant

American General Life Insurance Company

Linthicum (MD)

Remote

USD 26,000 - 37,000

Part time

6 days ago
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Benefits offered by this job

Health insurance
401(k) matching
Employee assistance program
Volunteer time off
Paid time off

Job summary

Corebridge Financial is seeking a part-time Administrative Support specialist to assist Financial Advisors with day-to-day operations remotely in the United States. You will handle calls, data entry, scheduling, and client communications to keep advisor workflows smooth.

The role requires a high school diploma, strong Microsoft Office skills, excellent written and verbal communication, confidentiality, and the ability to work independently for 20 hours per week.

Qualifications

  • High school diploma or equivalent required.
  • 20 hours per week.
  • Fully remote environment.
  • Proficiency in Microsoft Office applications.
  • Strong written and verbal communication skills.
  • Commitment to confidentiality.
  • Experience in customer service.

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 scheduling to support advisor and client needs.
  • Assist with 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, resolving issues professionally.

Skills

Microsoft Office
Communication skills
Time management
Customer service

Education

High school diploma

Tools

Word
Excel
Outlook
PowerPoint
SharePoint

Job description

Corebridge Financial is seeking a part-time Administrative Support specialist to assist Financial Advisors with day-to-day operations remotely in the United States. You will handle calls, data entry, scheduling, and client communications to keep advisor workflows smooth.

The role requires a high school diploma, strong Microsoft Office skills, excellent written and verbal communication, confidentiality, and the ability to work independently for 20 hours per week.

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