Advisor Assistant

Corebridge Financial Services

Chicago, IL, United States
Hybrid
Ms office proficiency
Client request response
Paperwork processing
Providing administrative support to a financial advisor, reviewing accounts, and creating reports

Job Summary

  • Providing administrative support to a financial advisor, reviewing accounts, and creating reports.
  • Responding to client requests for forms or marketing literature and assisting with processing paperwork and client mailings.
  • Corebridge Financial offers a comprehensive benefits and wellness program, including health and wellness, retirement savings, and paid time off.

Matching Summary

Providing administrative support to a financial advisor, reviewing accounts, and creating reports.

Skills & Requirements

Must-have

  • MS Office proficiency
  • client request response
  • paperwork processing
  • office task performance
  • verbal and written communication

Nice-to-have

  • eager to learn business
  • work well in team
  • adapt well to change
  • discreet with client interactions
  • thorough and communicate effectively

Key Requirements

  • High school graduate or equivalent
  • 2 years office clerical experience
  • customer service interactions experience
  • covered associate under SEC Rule 206(4)-5

Work Rights

Not specified

Tailored Resume

Cover Letter