Remote Financial Advisor Assistant

Corebridge; Overland Park (KS); Remote; USD 30,000 - 34,000; Full time

Job summary

Corebridge Financial is seeking an organized Administrative Support specialist to back one or more Financial Advisors in a remote KS role. You will handle calls, data entry, appointment coordination, and client correspondence, ensuring accurate records and confidentiality.

Ideal candidates have strong Microsoft Office skills, excellent written and verbal communication, and the ability to manage multiple calendars in a fast-paced, team-oriented environment while delivering high-quality service

Qualifications

• High school diploma or equivalent required.
• Self-motivated and able to work independently in a remote environment.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and SharePoint.
• Strong written and verbal communication with confidentiality.

Responsibilities

• Provide comprehensive administrative support to Financial Advisors.
• Review client account information, prepare reports, and assist with documentation.
• Coordinate appointments and manage multi-calendar scheduling.
• Manage client communications with accuracy and timeliness.
• Maintain accurate records and uphold confidentiality.

Skills

Self-motivation

Independent work

Communication skills

Confidentiality

Organization

Adaptability

Customer service

Technical aptitude

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Corebridge Financial is seeking an organized Administrative Support specialist to back one or more Financial Advisors in a remote KS role. You will handle calls, data entry, appointment coordination, and client correspondence, ensuring accurate records and confidentiality.

Ideal candidates have strong Microsoft Office skills, excellent written and verbal communication, and the ability to manage multiple calendars in a fast-paced, team-oriented environment while delivering high-quality service