Remote Financial Advisor Support

Corebridge Financial; Washington; On-site; USD 31,000 - 34,000; Full time

Benefits offered by this job

Health and Wellness benefits

401(k) matching up to 6%

Employee Assistance Program

Matching charitable donations

Job summary

Corebridge Financial is seeking an administrative support specialist to assist a financial advisor. You will handle calls, answer inquiries, and support sales leads. Daily tasks include data entry when orders are completed or changed and directing clients to the right team members.

The role requires strong communication, organization, and collaboration with multiple home office departments. Remote work is available for WA/OR/CA regions.

Qualifications

• High school diploma or equivalent required with customer service experience.
• 2 years of office clerical experience including customer service environment.
• Strong verbal and written communication skills.
• Self-motivated, coachable, and a team player.
• Able to adapt to change, stay discreet with client information, and stay organized.
• Proficient with MS Office and other common software.

Responsibilities

• Provide administrative support to a financial advisor.
• Review accounts and create reports for the advisor.
• Respond to client requests for forms or marketing literature.
• Assist with processing paperwork and client mailings.
• Perform other general office tasks as needed.

Skills

Customer Service

Verbal Communication

Written Communication

Self-motivated

Team Player

Adaptability

Discretion

Organizational Skills

MS Office

Data entry

Education

High school diploma or equivalent

Tools

MS Office

Job description

Corebridge Financial is seeking an administrative support specialist to assist a financial advisor. You will handle calls, answer inquiries, and support sales leads. Daily tasks include data entry when orders are completed or changed and directing clients to the right team members.

The role requires strong communication, organization, and collaboration with multiple home office departments. Remote work is available for WA/OR/CA regions.