Part-Time Advisor Assistant Jacksonville, FL

Posted:
8/19/2024, 5:00:00 PM

Location(s):
Florida, United States ⋅ Jacksonville, Florida, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Part-Time Advisor Assistant

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:

  • 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.

25 hours per week

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 [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

CoreBridge Financial Services

Website: https://corebridgefinancial.com/

Headquarter Location: Houston, Texas, United States

Employee Count: 10001+

Year Founded: 1957

IPO Status: Public

Last Funding Type: Post-IPO Secondary

Industries: Financial Services ⋅ Insurance ⋅ Life Insurance