Advisor Assistant

About the role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. This position is currently designated as remote - WA or remote - CA.

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.

Skills And Qualifications

• High school graduate or equivalent required, including experience with customer service interactions.
• 2 years office clerical experience including customer service environment.
• Skilled in verbal and written communications.
• Self‑motivated: eager to learn the business and work toward a common set of goals.
• Coachable and works well in a team environment.
• Adapts well to change.
• Thorough and able to communicate effectively.
• Discreet with all client interactions and documents.
• Possesses strong organizational skills.
• Proficient with MS Office applications and other software applications.

Pay

The base hourly rate of pay for this position is $22.84 – $25.00.

Schedule

20 hours per week.

Benefits

At Corebridge Financial, we prioritize the health, well‑being, and work‑life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally.

• Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives.
• Retirement Savings: competitive 401(k) Plan with dollar‑for‑dollar Company matching contribution up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms); contributions vest immediately.
• Employee Assistance Program: confidential counseling services and resources.
• Matching charitable donations: 1:1 match up to $5,000.
• Volunteer Time Off: up to 16 volunteer hours annually.
• Paid Time Off: eligible employees start with at least 24 PTO days.