Remote Financial Advisor Support Pro

Corebridge Financial; Maryland; On-site; USD 19,000 - 32,000; Part time

Benefits offered by this job

Health insurance

401(k) Matching

Employee Assistance Program

Volunteer Time Off

Paid Time Off

Matching charitable donations

Job summary

Corebridge Financial is seeking a part-time remote Administrative Support to assist Financial Advisors, manage calendars, prepare reports, and handle client communications. This role supports day-to-day operations and requires excellent organizational and communication skills.

Responsibilities include reviewing client accounts, coordinating scheduling, handling documentation, and maintaining confidentiality in a fast-paced, remote work environment. 20 hours per week, base pay up to $22.84/hour.

Qualifications

• Self-motivated; able to work independently in a fully remote setting and meet deadlines.
• Proficient in Microsoft Office applications.
• Strong written and verbal communication skills.
• Demonstrated professionalism and confidentiality.
• Excellent organizational and time management abilities.

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 activities.
• Coordinate appointments and manage multi-calendar scheduling.
• Assist with preparation, processing, and tracking of client documentation and correspondence.
• Manage client communications with accuracy and timeliness; deliver high-quality service.
• Maintain records and uphold confidentiality of client and business information.

Skills

Excellent communication

Client service

Organization

Time management

Independence

Adaptability

Technical aptitude

Multi-tasking

Confidentiality

Remote work

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

SharePoint

Job description

Corebridge Financial is seeking a part-time remote Administrative Support to assist Financial Advisors, manage calendars, prepare reports, and handle client communications. This role supports day-to-day operations and requires excellent organizational and communication skills.

Responsibilities include reviewing client accounts, coordinating scheduling, handling documentation, and maintaining confidentiality in a fast-paced, remote work environment. 20 hours per week, base pay up to $22.84/hour.