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Advisor Assistant

Job not on LinkedIn

🕒 September 17

🦀 Maryland – Remote

infoinfo

💵 $22 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

Where this job comes from

Posted on Corebridge Financial's careers page, not through a job board

First seen by Remote Rocketship September 17

Still open on Corebridge Financial's site. Checked 3 hours ago.

Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 employees

💸 Finance

🛡️ Insurance

🔥 Funding within the last year

💰 $748.5M Post-IPO Debt on 2026-08

Finance • Insurance

Corebridge Financial is a financial services company offering life insurance, annuities, retirement solutions, wealth management, and institutional investment products. The company provides products for individuals (life insurance, annuities), retirement plans for employers and non-profit organizations, and institutional markets services. Corebridge also offers digital portals for policy and retirement account management, resources for financial professionals, and research/education for participants. Corebridge Financial, Inc. is publicly listed on the New York Stock Exchange.

📋 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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