Advisor

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

📋 Description

• Deliver thorough administrative assistance to one or more Financial Advisors.

• Analyze client account details and generate reports.

• Support account-related administrative tasks.

• Organize appointments and manage intricate, multi-calendar scheduling.

• Prepare, process, and monitor client documentation, forms, and correspondence.

• Manage client communications with accuracy and promptness.

• Handle high-volume client interactions, addressing inquiries and resolving issues.

• Maintain precise records while adhering to strict confidentiality standards.

• Make and receive phone calls, providing customer assistance.

• Follow up on sales leads.

• Conduct data entry when orders are finalized or modified.

• Direct clients and sales leads to the relevant team members.

⛳️ Requirements

• Self-driven and able to work independently in a fully remote setting while achieving performance goals and deadlines.

• Proficient in Microsoft Office applications, such as Word, Excel, Outlook, PowerPoint, and SharePoint.

• Strong written and verbal communication capabilities.

• Professional demeanor, discretion, and a commitment to confidentiality.

• Outstanding organizational and time-management abilities.

• Capacity to adapt and excel in a structured, fast-paced, team-oriented environment.

• Strong technical skills and the ability to navigate various applications, systems, and screens simultaneously.

• Previous customer service experience with a focus on exceptional support and service.

• High school diploma or equivalent is required.

• Ability to work 30 to 40 hours per week.

• Must reside within 50 miles of a Corebridge Financial office in 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 matching contribution 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 available through the Employee Assistance Program.

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

• Up to 16 volunteer hours per year.

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

• Fully remote work arrangement.