顾问助理
Advisor Assistant
我们是谁
在Corebridge Financial,我们相信行动就是一切。这就是为什么我们每天与金融专业人士和机构合作,让越来越多的人能够为今天和明天的财务生活采取行动。
我们遵循一组价值观,这些价值观是定义我们文化的核心支柱,并帮助实现我们的品牌使命:
- 我们团结一致:我们在整个企业内协作,推广有效做法,并为我们的客户和合作伙伴果断行动。
- 我们兑现承诺:我们承担责任,互相赋能,并为我们的利益相关者超越预期。
- 我们不断学习、改进和创新:我们每天通过挑战现状,为未来做好准备来变得更好。
- 我们包容多元:我们接纳不同的观点,使同事能够产生影响,并带着完整的自我投入工作。
职位简介
该职位对区域支持和领导层至关重要,并作为许多总部部门的合作伙伴。该职位有许多关键职责,关系到顾问的持续成功,包括:接听电话并协助客户,跟进销售线索,在订单完成或更改时进行数据录入,将客户和销售线索引导至合适的团队成员。
职责
- 为一名或多名财务顾问提供全面的行政支持,确保日常高效运作。
- 审核客户账户信息,准备报告,并协助账户相关的行政事务。
- 协调预约并管理复杂的多日历安排,以满足顾问和客户的需求。
- 协助准备、处理和跟踪客户文件、表格和通信。
- 管理客户沟通,确保准确、及时并提供高水平的服务。
- 通过高频率的互动提供卓越的客户服务,专业且及时地回应咨询并解决问题。
- 保持准确的记录,并在处理客户和业务信息时遵守严格的保密标准。
技能与资格
- 自我驱动,能够在完全远程的环境中独立工作,同时满足绩效期望和截止日期。
- 熟练使用Microsoft Office应用程序,包括Word、Excel、Outlook、PowerPoint和SharePoint。
- 具备良好的书面和口头沟通能力
查看英文原文
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 actdecisively 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.
About The Role
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: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.
Responsibilities
- Provide comprehensive administrative support to one or more Financial Advisors, ensuring efficient day-to-day operations.
- Review client account information, prepare reports, and assist with account-related administrative activities.
- Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs.
- Assist with the preparation, processing, and tracking of client documentation, forms, and correspondence.
- Manage client communications, ensuring accuracy, timeliness, and a high level of service.
- Deliver exceptional client support through high-volume interactions, responding to inquiries and resolving issues in a professional and timely manner.
- Maintain accurate records and uphold strict confidentiality standards when handling client and business information.
Skills and Qualifications
- Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
- Strong written and verbal communication skills with the ability to interact professionally and effectively.
- Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
- Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
- Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
- Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
- Prior customer service experience with a focus on delivering exceptional support and service.
- High school diploma or equivalent required
- Ability to work 35 hours per week
Compensation
The base hourly rate of pay for this position is up to $22.84 per hour.
Work Location
This positioniscurrentlydesignatedas remote.
Why Corebridge?
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.
Benefit Offerings Include:
- 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 to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.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 accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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Functional Area:
AS - Administrative SupportEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance CompanyOriginally posted on Himalayas