Advisor Assistant

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

• →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.
   

• 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 20 hours per week