Advisor Assistant
$47,507–$52,000 year
RemoteCalifornia, United States or Washington, United States
Job Summary
Support financial advisors by answering telephone calls, assisting customers, and following up on sales leads. Review accounts to create reports, respond to client requests for forms or marketing literature, and assist with processing paperwork and client mailings. Perform administrative tasks including data entry, copying, taking messages, and distributing mail items as needed. This role requires strong verbal and written communication skills, self-motivation, and proficiency with MS Office applications. Candidates must be thorough, discreet, and adaptable to change while working within a team environment.
Required Qualifications
- High school graduate or equivalent
- Experience with customer service interactions
- 2 years office clerical experience
- Customer service environment experience
- Skilled in verbal and written communications
- Self-motivated
- Eager to learn the business
- Work toward a common set of goals
- Coachable
- Work well in a team environment
- Adapt well to change
- Thorough
- Able to communicate effectively
- Discreet with all client interactions and documents
- Strong organizational skills
- Proficient with MS Office applications
- Proficient with other software applications
- Must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business
- Must disclose all U.S. political contributions made by the candidate and their household family members over the past two years
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