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Advisor Assistant

Job not on LinkedIn

🔥 5 minutes ago

🦀 Maryland – Remote

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đź’µ $22 / hour

⏱ Part Time

🟡 Mid-level

đźź  Senior

🦅 H1B Visa Sponsor

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đź‘» Ghost score 1%

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Logo of AIG

AIG

10,000+ employees

Founded 1919

đź’¸ Finance

🛡️ Insurance

🤝 B2B

Finance • Insurance • B2B

AIG is a leading global insurance organization with operations in more than 80 countries and jurisdictions. The company offers a wide range of insurance products, including general property and casualty insurance, life insurance, retirement solutions, and other financial services. Catering to individuals, families, businesses, and brokers, AIG specializes in providing innovative insurance solutions and risk management products. The company is known for its comprehensive claims support and multinational expertise, helping clients protect their most valuable assets and manage emerging risks effectively.

đź“‹ Description

• Provide comprehensive administrative support to one or more Financial Advisors • Review client account information and prepare reports • Assist with account-related administrative activities • Coordinate appointments and manage complex, multi-calendar scheduling • Prepare, process, and track client documentation, forms, and correspondence • Manage client communications • Respond to high-volume inquiries and resolve issues professionally and timely • Maintain accurate records and uphold strict confidentiality standards • Call and answer telephone calls and assist customers • Follow up on sales leads • Perform data entry when orders are completed or changed • Direct clients and sales leads to appropriate team members

🎯 Requirements

• Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines • Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint • Strong written and verbal communication skills • Demonstrated professionalism, discretion, and commitment to maintaining confidentiality • Excellent organizational skills with the ability to prioritize tasks and manage time effectively • Ability to adapt and thrive in a structured, fast-paced, team-oriented environment • Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously • Prior customer service experience with a focus on delivering exceptional support and service • High school diploma or equivalent required • Ability to work 20 hours per week

🏖️ Benefits

• Medical, dental, and vision insurance plans • Mental health support and wellness initiatives • 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) Plan • Immediate vesting of Company retirement contributions • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually • At least 24 Paid Time Off (PTO) days for eligible employees • Fully remote work arrangement

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