Advisor Assistant

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Provide administrative assistance to a financial advisor.

• Analyze accounts and generate reports for the financial advisor.

• Address client inquiries regarding forms or marketing materials.

• Help with the processing of paperwork and client mailings.

• Make and receive phone calls, assisting customers as needed.

• Follow up on sales opportunities.

• Conduct data entry for completed or modified orders.

• Guide clients and sales leads to the appropriate team members.

• Execute office tasks such as photocopying, taking messages, and distributing mail when necessary.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• Experience in customer service interactions is essential.

• Minimum of 2 years of clerical office experience, particularly in a customer service setting.

• Proficient in both verbal and written communication skills.

• Self-driven and enthusiastic about learning the business.

• Open to coaching and capable of working effectively within a team.

• Ability to adapt easily to changes.

• Diligent and able to communicate effectively.

• Maintain discretion in all client interactions and documentation.

• Strong organizational abilities are required.

• Proficient in MS Office and other software applications.

• Candidates must disclose any U.S. political contributions made by themselves and household members in the past two years if selected for further consideration.

• Candidates must not have political contributions that would disqualify them or Corebridge Financial under relevant pay-to-play regulations.

🏝️ Benefits

• Medical, dental, and vision insurance plans.

• Support for mental health and wellness programs.

• 401(k) plan with a dollar-for-dollar company match contribution of up to 6% of eligible pay.

• Company contribution equal to 3% of eligible pay.

• Company contributions vest immediately.

• Employee Assistance Program offering confidential counseling services and resources.

• 1:1 matching for charitable donations, up to $5,000.

• Up to 16 hours of volunteer time per year.

• Minimum of 24 Paid Time Off (PTO) days for eligible employees.

• Reasonable accommodations provided for job applicants and employees.