Financial Corrections & Operations Specialist

Corebridge Financial; Amarillo (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision plans

401(k) with company match

Employee assistance program

Volunteer time off

Job summary

Corebridge Financial, based in Houston, TX, is seeking a Corrections Team contributor to assist clients with various financial services and correct accounts on Retirement Services operating systems. You will engage with advisors and field representatives to ensure accuracy and compliant processes.

The role requires strong Excel skills, accounting experience, and the ability to research and resolve complex issues promptly.

Qualifications

• 3+ years of business experience; VALIC experience is a plus.
• 1+ years’ experience creating and/or working with Microsoft Excel spreadsheets (preferred).
• SAP, TAPS and Wire Transfer experience preferred.
• 1+ years’ experience in accounting and/or bookkeeping is preferred.
• Excellent written customer service skills that include the use of excel spreadsheets and shared documents.
• Excellent problem-solving skills and the ability to meet deadlines.
• Excellent prioritization skills to manage caseload.

Responsibilities

• Work closely with internal and external customers and other departments, researching all approaches to meet client needs
• Maintain high work standards reviewing and processing complex financial documents and legal documents
• Process correction requests while maintaining quality review standards, and time lines
• Use positive customer relations skills to communicate accurately, clearly detailed and professional
• Learn, understand, and interpret services offered in order to assess and correct errors to ensure compliance with products and services sold
• Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency
• Handle special complex projects as assigned
• Evaluate and resolve escalated and high priority cases using research skills and alternative approaches
• Evaluate different resolutions and/or methods of correction depending on corrective activity requested

Skills

3+ years business experience

Excel experience

Customer service

Problem solving

Prioritization

Tools

SAP

TAPS

Wire Transfer

Job description

Corebridge Financial, based in Houston, TX, is seeking a Corrections Team contributor to assist clients with various financial services and correct accounts on Retirement Services operating systems. You will engage with advisors and field representatives to ensure accuracy and compliant processes.

The role requires strong Excel skills, accounting experience, and the ability to research and resolve complex issues promptly.