Remote Financial Advisor Support Specialist

Corebridge Financial, Inc.; Berkeley Heights (NJ); Hybrid; USD 18,000 - 30,000; Full time

Job summary

Corebridge Financial is seeking an Advisor Assistant to provide comprehensive administrative support to Financial Advisors in a fully remote environment. The role emphasizes scheduling, document processing, client communications, and confidentiality, with a 35-hour workweek and an hourly wage up to $22.84.

Candidates need a high school diploma, strong organizational skills, and proficiency in Microsoft Office applications.

Qualifications

• High school diploma or equivalent required.
• Strong written and verbal communication skills.
• Experience providing administrative support.
• Ability to handle high-volume calls and data entry.

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 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.

Skills

MS Office

Communication

Organization

Confidentiality

Customer service

Education

High school diploma or equivalent

Tools

Word

Excel

Outlook

PowerPoint

SharePoint

Job description

Corebridge Financial is seeking an Advisor Assistant to provide comprehensive administrative support to Financial Advisors in a fully remote environment. The role emphasizes scheduling, document processing, client communications, and confidentiality, with a 35-hour workweek and an hourly wage up to $22.84.

Candidates need a high school diploma, strong organizational skills, and proficiency in Microsoft Office applications.