Remote Financial Advisor Support Specialist

Corebridge Financial, Inc.; Arkansas City (KS); À distance; USD 30 000 - 34 000; Plein temps

Résumé du poste

Corebridge Financial, Inc. is seeking anAdministrative Assistant to support Financial Advisors in a fully remote role. You will handle calls, data entry, scheduling, and client documentation while maintaining confidentiality and high service levels.

The role requires strong organizational skills, excellent communication, and the ability to work 40 hours per week in a remote KS-based setting.

Qualifications

• Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
• Strong written and verbal communication skills with the ability to interact professionally and effectively.
• Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
• Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
• Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
• Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
• Prior customer service experience with a focus on delivering exceptional support and service.
• High school diploma or equivalent required
• Ability to work 40 hours per week.

Responsabilités

• 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, multi-calendar scheduling to support advisor and client needs.
• Assist with the 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, responding to inquiries and resolving issues in a professional and timely manner.
• Maintain accurate records and uphold strict confidentiality standards when handling client and business information.

Connaissances

Remote work

Microsoft Office

Communication

Confidentiality

Organization

Time management

Multitasking

Customer service

Independent work

40 hours/week

Formation

High school diploma

Outils

Microsoft Office

Description du poste

Corebridge Financial, Inc. is seeking anAdministrative Assistant to support Financial Advisors in a fully remote role. You will handle calls, data entry, scheduling, and client documentation while maintaining confidentiality and high service levels.

The role requires strong organizational skills, excellent communication, and the ability to work 40 hours per week in a remote KS-based setting.