Advisor Assistant
About The Position
As a Part Time Advisor Assistant you will be responsible for: Generate energy, excitement, and passion around Corebridge Financial products! You are aware and have a deep understanding that Corebridge Financial provides a customer service experience to our customers that is industry leading Provide administrative support to an Corebridge Financial professional Monitor and manage financial professional’s calendar and client leads Provide loyalty-building service to clients by answering incoming phone calls/requests/emails Assist with processing paperwork and client mailings Effectively communicate policy information and company procedures to all clients Performing other office tasks such as copying, taking messages, distributing mail items, etc. This position will neither perform selling duties, nor advise clients
Requirements
- Advisor assistants that are action oriented, high energy, personable, empathetic, and have a genuine desire to help our clients
- Excellent communication skills, both oral and written
- Must have a high degree of confidentiality with all client interactions and documents
- Must possess strong organizational skills
- Proficient with MS Office and strong professional typing skills required
- Bachelor’s degree preferred; HS Diploma or GED required
- 2 years of customer service or administrative experience preferred
- No securities licensing required
Nice To Haves
- Salesforce experience a plus
Responsibilities
- Generate energy, excitement, and passion around Corebridge Financial products!
- Provide administrative support to an Corebridge Financial professional
- Monitor and manage financial professional’s calendar and client leads
- Provide loyalty-building service to clients by answering incoming phone calls/requests/emails
- Assist with processing paperwork and client mailings
- Effectively communicate policy information and company procedures to all clients
- Performing other office tasks such as copying, taking messages, distributing mail items, etc.
Benefits
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
