PT Advisor Assistant - Oakland, CA (15 hours / week)

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide.

We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network.

We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

As a PT Advisor Assistant you will be responsible for

About the role

We want to hear from you today if you can :

• Providing administrative support to the Financial Advisor.
• Scheduling appointments with clients.
• Maintaining an accurate calendar for the advisor.
• Providing appropriate documentation for client appointments.
• Assist with transaction follow up and updates for
• This position will not perform selling duties, nor advise clients
• Pay rate - $15-$16 per hour

What we are looking for

• Excellent verbal communication and have the ability to interact effectively with external contact
• Must demonstrate strong organizational skills
• Must consistently exercise discretion in handling client interactions and information
• Must be proficient with applicable computer applications, including managing Outlook e-mail and calendar, MS Word. MS Excel
• High School graduate or equivalent
• Three years office clerical experience
• Additional experience in the insurance, financial services, or customer service environment a plus
• Position is for 15 hrs. / week.
• Please note : The job can only be performed in the State locations listed : California.

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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.

To learn more please visit :

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 .

Reasonable accommodations will be determined on a case-by-case basis.

We consider qualified applicants with criminal histories, consistent with applicable law.

Functional Area :

TH - OtherEstimated Travel Percentage (%) : No TravelRelocation Provided : NoAmerican General Life Insurance Company

Last updated : 2024-06-22