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Full-time
high school
Health And Wellness, Retirement Savings, Employee Assistance Program, Matching Charitable Donations, Volunteer Time Off, Paid Time Off
Posted 37d ago
~40 hrs/week
Remote in Texas, United States
Responsibilities
The Advisor Assistant provides administrative support to financial advisors, including reviewing accounts, creating reports, and responding to client requests. They also assist with processing paperwork and other office tasks as needed.
Requirements
Candidates must be high school graduates with at least 2 years of office clerical experience in a customer service environment. Strong communication skills, self-motivation, and proficiency in MS Office applications are essential.
Full job description
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
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.
Skills and Qualifications
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 - 40
Work Location
This position is currently designated as remote-TX
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.
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 [email protected].Reasonable 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.
Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track record of serving our clients. At Corebridge, we proudly partner with financial professionals and institutions to help make it possible for more people to take action in their financial lives – for today and tomorrow.
A diversified portfolio across our four core businesses—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to help drive positive outcomes for those we serve, maximize growth opportunities and manage risk.
Products and services are written or provided by wholly owned subsidiaries of Corebridge Financial, Inc.
Social Media Policy: https://www.corebridgefinancial.com/social-media-policy
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There are currently 3,322 open sales positions in Houston, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Houston, TX?
Companies currently hiring include AutoZone, Advance Auto Parts, T-Mobile, O'Reilly Auto Parts, Macy's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Houston, TX?
Yes — 617 of the 3322 open sales positions offer remote or hybrid work (307 remote, 310 hybrid).
How do I apply for Sales jobs in Houston, TX?
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