Part-Time Advisor Assistant Boca Raton, FL

What You Will Be Doing:

• Providing administrative support to two financial advisors.
• Reviewing accounts and creating reports for financial advisors.
• 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:

• 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.

20 hours per week

Office Location:

Corebridge Financial

Boca Raton, Florida

Specific Requirements:

-High school graduate or equivalent required, including experience with customer service interactions.

-2 years office clerical experience including customer service environment

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 TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

Crypto.com  

Checkout.com  

MUFG  

Qube Research & Technologies  

Hex Trust  

SmartCrowd  

DTCC  

IQ-EQ  

Vistra  

Point72