Advisor Assistant

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

📋 Description

• Provide administrative assistance to a financial advisor.

• Review account details and generate reports for the financial advisor.

• Address client inquiries regarding forms or marketing materials.

• Aid in processing paperwork and managing client mailings.

• Handle phone calls and assist customers effectively.

• Follow up on sales opportunities.

• Carry out data entry tasks when orders are finalized or modified.

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

• Execute office duties such as copying documents, taking messages, and distributing mail.

⛳️ Requirements

• High school diploma or equivalent is required.

• A minimum of 2 years of clerical experience in an office setting, including customer service.

• Proven experience in customer service interactions.

• Strong verbal and written communication skills.

• Self-driven with a keen desire to learn the business.

• Coachable and able to collaborate effectively within a team.

• Capable of adapting well to changes.

• Detail-oriented with effective communication abilities.

• Maintain discretion with all client interactions and documentation.

• Excellent organizational skills.

• Proficient in MS Office and other relevant software applications.

• Must reside within 50 miles of a Corebridge Financial office.

• Must be located in either Houston, Texas, or Tampa, Florida.

🏝️ Benefits

• Medical, dental, and vision insurance plans.

• Mental health support and wellness programs.

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

• Company contribution of 3% of eligible pay to the 401(k) Plan.

• Immediate vesting of company retirement contributions.

• Confidential counseling services and resources through the Employee Assistance Program.

• Matching charitable donations at a rate of 1:1, up to $5,000.

• Up to 16 hours of volunteer time annually.

• A minimum of 24 paid time off (PTO) days for eligible employees.

• Fully remote work option.

• Flexible workweek options of 30 hours or 40 hours.