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 act decisively 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.

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.
• 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.

• 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: 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 - 20

The base hourly rate of pay for this position is $22.84 - $25.00.

This position is currently designated as remote - WA OR remote - CA.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial.

Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

• Health and Wellness:
  We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings:
  We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program:
  Confidential counseling services and resources are available to all employees.
• Matching charitable donations:
  Corebridge matches donations…