Advisor Assistant
$49,920–$54,080 year
HybridRichmond, Virginia, United States
Job Summary
Answer telephone calls and assist customers, follow up on sales leads, and perform data entry for completed or changed orders. Direct clients and sales leads to appropriate team members while reviewing accounts and creating reports for financial advisors. Respond to client requests for forms or marketing literature and assist with processing paperwork and client mailings. Perform other office tasks such as copying, taking messages, and distributing mail items as needed. This role supports the region, leadership, and home office departments, requiring strong organizational skills, proficiency with MS Office, and discretion in client interactions.
Required Qualifications
- High school graduate or equivalent
- Experience with customer service interactions
- 2 years office clerical experience
- Experience in customer service environment
- Skilled in verbal and written communications
- Self-motivated
- Coachable
- Ability to work well in a team environment
- Ability to adapt well to change
- Thoroughness
- Ability to communicate effectively
- Discretion with all client interactions and documents
- Strong organizational skills
- Proficiency with MS Office applications
- Proficiency with other software applications
- No political contributions that would disqualify the candidate or Corebridge Financial from conducting business under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations
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