Advisor Assistant

Posted 2 Days Ago
Be an Early Applicant
Brickell Hammock, Miami, FL
Junior
Financial Services
The Role
As an Advisor Assistant, you will provide administrative support to a financial advisor. Your responsibilities include reviewing accounts, creating reports, responding to client requests, assisting with paperwork, and performing general office tasks. Strong organizational and communication skills, as well as proficiency in MS Office, are required.
Summary Generated by Built In

Part-Time Advisor Assistant
Miami FL
 

What You Will Be Doing:

  • 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. 

Requirements:

  • 2 years office clerical experience including customer service environment
  • High school graduate or equivalent required, including experience with customer service interactions.
  • 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.
  • # of hours per week: 19
  • Office location: 5201Waterford District Drive, 8th floor

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected]. Reasonable accommodations will be determined on a case-by-case basis.


Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

The Company
HQ: Houston, TX
2,198 Employees
On-site Workplace

What We Do

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​

Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​

We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​

We believe no one achieves a financially secure future by accident—great things happen when people take action.​

Products and services offered through wholly owned affiliates of Corebridge Financial.

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