Advisor Assistant

At Corebridge Financial, we believe action is everything. Every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars defining our culture and bringing our brand purpose to life.

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, and directing clients and sales leads to appropriate members of the team.

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.

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.
• Strong organizational skills.
• Proficient with MS Office applications and other software applications.

Pay

The base hourly rate of pay for this position is $24.00 - $26.00.

Schedule

40 hours per week.

Benefits

• Health and Wellness: Range of medical, dental, and vision insurance plans, as well as mental health support and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (vests immediately).
• Employee Assistance Program: Confidential counseling services and resources.
• Matching Charitable Donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually to support community activities.
• Paid Time Off: Eligible employees start with at least 24 Paid Time Off (PTO) days.

This position is based in Corebridge Financial’s office at 10900 Midlothian Turnpike #200, Midlothian, VA 23235 and is subject to our hybrid working policy, combining in-office and remote work. This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have made political contributions that would disqualify them or Corebridge Financial under federal or state pay-to-play regulations. Applicants selected to move forward will be required to disclose all U.S. political contributions made by them and their household family members over the past two years.