Advisor Assistant

 

Description:

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life
 

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
     

Responsibilities

About The Role
 

  • Providing administrative support to a financial advisor.
  • Reviewing accounts and creating reports for financial advisor.
  • Respond to client requests for forms or marketing literature.
  • Assist with processing paperwork and client mailings.
  • Performing other office tasks such as copying, taking messages, distributing mail items, as needed.
     

Skills And Qualifications
 

  • To be successful in this position, individual must be skilled in verbal and written communications.
  • Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
  • Must be coachable and work well in a team environment
  • Must adapt well to change
  • Must be thorough and able to communicate effectively
  • Must be discreet with all client interactions and documents
  • Must possess strong organizational skills.
  • Must be proficient with MS Office applications, and other software applications.
  • High school graduate or equivalent required, including experience with customer service interactions.
  • 2 years office clerical experience including customer service environment
  • # of hours per week: 28
     

Compensation

The anticipated hourly rate is between $20.00 - $23.00 per hour at the commencement of employment. Not all candidates will be eligible for the upper end of the range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Organization Corebridge Financial
Industry Accounting / Finance / Audit Jobs
Occupational Category Advisor Assistant
Job Location California,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2025-06-15 6:47 am
Expires on 2026-03-03