Remote Financial Advisor Assistant

American General Life Insurance Company; Town of Texas (WI); Hybrid; USD 19,000 - 33,000; Full time

Benefits offered by this job

Health benefits

401(k) match

EAP

Charity matching

Volunteer hours

PTO

Job summary

Corebridge Financial seeks an administrative support professional to assist a financial advisor and team. You will handle calls, data entry, and client communications, supporting sales leads and paperwork processing.

Responsibilities include preparing reports, responding to forms requests, and coordinating mailings, with remote work flexibility and a must reside within 50 miles of a Corebridge office.

Qualifications

• High school graduate or equivalent required, including experience with customer service interactions.
• 2 years office clerical experience including customer service environment.
• Must be skilled in verbal and written communications.
• Must be self-motivated and eager to learn the business.
• 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, and other software applications.

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.

Skills

Verbal & written communication

Self-motivated

Team player

Adaptable

Discreet

Organizational skills

Attention to detail

Education

High school diploma or equivalent

Tools

MS Office

Job description

Corebridge Financial seeks an administrative support professional to assist a financial advisor and team. You will handle calls, data entry, and client communications, supporting sales leads and paperwork processing.

Responsibilities include preparing reports, responding to forms requests, and coordinating mailings, with remote work flexibility and a must reside within 50 miles of a Corebridge office.