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:

• Providing administrative support to a financial advisor.
• Reviewing accounts and creating reports for financial advisor.
• Aiding in processing paperwork and client mailings.
• Assisting with client requests for forms or marketing literature.
• Performing other office tasks such as copying, taking messages, and distributing mail items, as needed.

Responsibilities

Provide administrative support to a financial advisor. Review accounts and create reports for financial advisor. Assist with processing paperwork and client mailings. Perform 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.
• Two 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.

Skills

• High school graduate or equivalent required, including experience with customer service interactions.
• Two 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

Corebridge Financial offers a comprehensive benefits and wellness program designed to support employees both personally and professionally, ensuring they have the resources and flexibility needed to thrive. Benefit offerings include health and wellness, retirement savings, employee assistance program, matching charitable donations, volunteer time off, and paid time off.

Pay

The pay for this role is commensurate with experience.

Schedule

The schedule for this role is 40 hours per week.

Location

The position is based in Corebridge Financial's 3220 Metcalf Ave., Suite 360, Overland Park, KS 66213 office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Equal Opportunity Employer

Corebridge Financial is an Equal Opportunity Employer. We comply with all applicable federal, state, and local fair employment laws and regulations. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.