Advisor Assistant

Corebridge Financial • Chicago, IL

17d • Hybrid

About The Position

Responsibilities 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.

Requirements

• High school graduate or equivalent required, including experience with customer service interactions.
• 2 years office clerical experience including customer service environment
• 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.

Responsibilities

• 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.

Benefits

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED