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.

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: looking for someone eager to learn the business and work toward a common set of goals
• Coachable and work well in a team environment
• Adapt 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

Work Location

This position is based in Corebridge Financial's 7591 Fern Avenue, Suite #1402, Shreveport, LA 71105 office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Benefits

• 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 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), vested 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

Hours per week: 40