Cashiering Specialist
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About the role
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 act decisively 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. The Cashiering Specialist will be the point of contact for advisor's questions pertaining to money movement issues and questions. This includes but not limited to transfers, check deposits, journals, and beneficiary claims. They will be responsible for providing decisions or pertinent information to advisors as well as reviewing required documentation to verify it is in good order to proceed with the requested action.
Responsibilities
- Act as an advocate for VFA Broker Dealer by utilizing excellent communication, problem solving, research and analytical skills to assist with complex issues regarding account statuses, balances, account transfers, and general inquires .
- Provide professional, accurate and prompt service to field partners and clients with a sense of urgency at all times.
- Be available to work any shift within our hours of operations (8am-5pm CST)
Requirements
- 2+ years' experience in financial industry or related field.
- Extremely detail oriented
- Strong communication skills, including verbal, written, and interpersonal.
- Organized with the ability to complete multiple task under various deadlines with minimal supervision.
- Able to work in a fast paced, metric driven environment.
- Ability to prioritize competing task to meet business needs.
- Work Location
- This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
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