Cashiering Specialist

Corebridge FinancialHouston, TX
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+ 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.

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

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Wellness initiatives
  • 401(k) Plan
  • Company matching contribution to 401(k)
  • Company contribution to 401(k)
  • Employee Assistance Program
  • Matching charitable donations
  • Volunteer Time Off
  • Paid Time Off (PTO)
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