Brokerage Operations Cashiering Specialist

Corebridge Financial • Houston, TX

1d • Hybrid

About The Position

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.

Requirements

• 2-4 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.

Nice To Haves

• FINRA Series 7, 63 is a plus but not required.

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)

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees