Advisor Assistant

Corebridge Financial Services

Chicago, IL, US
Not specified; benefits: medical, dental, vision, ...
Hybrid
High school graduate or equivalent required
2 years office clerical experience
Proficient with ms office applications
The role provides administrative support to financial advisors including reviewing accounts and creating reports

Job Summary

  • The role provides administrative support to financial advisors including reviewing accounts and creating reports.
  • Candidates must be discreet with all client interactions and documents while maintaining thoroughness.
  • The company offers comprehensive benefits including health insurance, a 401(k) match up to 6%, and 24 PTO days.

Matching Summary

The role provides administrative support to financial advisors including reviewing accounts and creating reports.

Salary

Not specified; Benefits: Medical, dental, vision, 401(k) match up to 6%; Paid Time Off: 24 days annually

Skills & Requirements

Must-have

  • High school graduate or equivalent required
  • 2 years office clerical experience
  • Proficient with MS Office applications

Nice-to-have

  • Self-motivated and eager to learn
  • Strong organizational skills
  • Ability to work in a team environment

Key Requirements

  • High school diploma or equivalent
  • 2 years of clerical experience
  • SEC Rule 206(4)-5 compliance (no disqualifying political contributions)

Work Rights

Must comply with SEC pay-to-play rules regarding political contributions

Tailored Resume

Cover Letter