Advisor Assistant
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Job Description
Part-time Advisor Assistant supporting financial advisors and clients at Corebridge Financial, a U.S. provider of retirement solutions and insurance products. Handling accounts, reports, paperwork, customer requests, and administrative tasks.
Responsibilities:
- Provide administrative support to a financial advisor
- Review accounts and create reports for the financial advisor
- Respond to client requests for forms or marketing literature
- Assist with processing paperwork and client mailings
- Call and answer telephone calls and assist customers
- Follow up on sales leads
- Perform data entry when orders are completed or changed
- Direct clients and sales leads to appropriate team members
- Perform office tasks such as copying, taking messages, and distributing mail items as needed
Requirements:
- High school graduate or equivalent required
- Experience with customer service interactions
- 2 years office clerical experience, including customer service environment
- Skilled in verbal and written communications
- Self-motivated and eager to learn the business
- Coachable and able to work well in a team environment
- Ability to adapt well to change
- Thorough and able to communicate effectively
- Discreet with all client interactions and documents
- Strong organizational skills
- Proficient with MS Office applications and other software applications
- Must disclose U.S. political contributions made by the candidate and household family members over the past two years if selected to move forward
- Must not have political contributions that disqualify the candidate or Corebridge Financial under applicable pay-to-play rules
Benefits:
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay
- Company contributions vest immediately
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days for eligible employees
- Reasonable accommodations for job applicants and employees
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