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Corebridge Financial · 1 day ago

Advisor Assistant

Roseville, CA

Part-time

Hybrid

Entry Level

$18/hr - $20/hr

2+ years exp

Corebridge Financial is a company that partners with financial professionals to enhance financial lives. The Advisor Assistant role involves providing administrative support to a financial advisor, reviewing accounts, creating reports, and responding to client requests.

Financial ServicesInsuranceLife Insurance

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

Qualification

MS Office proficiencyOrganizational skillsCustomer service experienceVerbal communicationWritten communicationDiscretionThoroughnessTeamworkAdaptabilitySelf-motivation

Required

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

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.