Advisor Assistant

Who We Are At Corebridge Financial , we believe action is everything. That’s why 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 that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. 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 To be successful in this position, individual must be skilled in verbal and written communications. Must be self-motivated: