Total 14 Junior Executive Supp Advisor job vacancies in Others category in The United States of America

You will be able to find a full Job description and Person Specification attached within the supporting documents or please click Apply now to view in Trac

About this Opportunity: 

As an Assistant Controller, you will be responsible for the accurate recording and reporting of all financial transactions. This position is responsible for all of the accounting functions of the assigned subsidiary companies as well as the communication to top management of all financial aspects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

In this role, you’ll get to:  

• Ensure all financial reporting statements are prepared accurately and presented on time

• Provide for timely preparation, interpretation and analysis of financial data statements 

• Assist in monthly financial close process and ensures financial statements for the assigned companies are completed on time and accurately 

• Assist with annual audit and periodic internal and external audit requests 

• Improve timing, accuracy and completeness of financial information during month end close process 

• Review balance sheet reconciliations prepared by internal accounting staff after month end close 

• Oversee productivity of accounting department in order to make sure all transactions and reports are prepared on time 

• Participate in various planning committees that will set company policy to make sure there are no accounting issues with the new procedures 

• Actively monitor revenue recognition policies to ensure compliance with GAAP and proper reporting of revenues and related expenses 

• Manage employees within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions 

• Conduct one-on-one meetings with employees on a regular basis and establish team and individual goals 

• Assist in the development and administration of accounting systems, practices and procedures which conform to GAAP and reflect operating costs, budgets and profitability 

• Protect assets by establishing, monitoring, and enforcing internal controls 

• Conduct periodic audits of company procedures to ensure assets of company are being protected at all times 

• Coordinate with tax accountants on all NFS entities for Federal, State and local tax returns as well as third party accounting firms on state tax incentive programs to ensure returns are filed in a timely manner 

• Assist FP&A team in building long-term plans for each department and company as a whole  

• Assist with inquiries regarding variances between actuals and budgeted amounts as needed 

We’re looking for talent who: 

• Has a minimum of a bachelor's degree in accounting, finance or related field  

• Current CPA  

• Has public accounting experience 

• Has a minimum of 7-10 years of progressively responsible general accounting experience 

• Has 1-2 years of management/leadership experience  

• Obtain Orion Industry Certification 

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization 

  

   
#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

$103,584.00 - $162,615.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Job Purpose:

Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day responsibilities align with Lighthouse Canton (LC)’s Vision and Mission.

Individual Contributor or People Manager

Individual Contributor.

Duties & Responsibilities:

• Assist and support Client Advisor in delivering exceptional wealth management services and experiences.
• Work with Client Advisor and Investment Portfolio Management team in providing customized and comprehensive financial planning advises and portfolios for UHNW clients.
• Develop and manage existing UHNW client relationships, including ongoing regular client contact and communications.
• Assist in retaining and building UHNW client relationships, as well as actively participate in the development of new business and networking opportunities.
• Collaborate with other departments to provide a seamless client resolution experience.
• Ensure that the firm’s values, reputation and standing are always well protected when representing the firm in external forums.
• Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks.
• Coordinate with business partners, understand the integration of their services to Lighthouse Canton overall practices.

Qualifications:

• Minimum of a bachelor’s degree from an accredited college or university.
• 2 years experiences in private banking industry preferred.

Domain Skills:

• Strong understanding of financial services industry and financial consulting responsibilities.
• Demonstrate strong interest in financial, global and capital markets.
• Experience in understanding the financial needs of UHNW clients.
• Ability to speak and write in basic Mandarin and Chinese is a must.

Soft Skills:

• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
• Excellent interpersonal skills and ability to build and foster a strong network of relationships with strong adaptability to a dynamic environment.
• Creative approach to problem solving and able to develop innovative solutions for clients.
• Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company with a positive as well as a client first attitude.
• Detail oriented, commitment to excellence and a high level of integrity.
• Possess active listening and critical thinking skills.
• Excellent administrative and marketing skills.
• Strong coordination skills.

Full-time Advisor Assistant (40 hrs/week) - Roseville, CA

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.

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

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

The hourly pay range for this position is $18.00 - $20.00.

Please note: The job can only be performed in the State locations listed: California.

#LI-CBF

#LI-Hybrid #LI-Remote

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. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

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 TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

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

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

Job duties:

• Work closely with the Client Advisors to assist in handling client relationships as well as executing of investment orders
• Assist the Client Advisors in promoting Haitong’s PWM investment products, tailored solutions and services to high net-worth clients
• Assist in preparing client documentation, reports and presentations deck
• Manage appointment scheduling, follow-up meetings, business trips and reminders for client advisors
• Manage onboarding process for new clients, including gathering necessary documentation and information
• Act as the liaison between the teams of Client Advisors, Investment Products, Compliance, Finance, Operations, IT, etc. for functional efficiency
• Ensure compliance with regulatory requirements and internal procedures in client account maintenance

Qualifications:

• A university degree in banking/finance with relevant work experience within private banking or wealth management
• Strong Knowledge of financial product and technical competence in the understanding and delivery of wealth management solutions
• Proficiency in both written and spoken Mandarin (require to communicate with Chinese-speaking clients)
• Strong PowerPoint skills to create and update presentations for client meetings and internal reporting
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines

Interested applicants, please send your resume to sg.hr@htisec.com

Job Purpose:

Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day responsibilities align with Lighthouse Canton (LC)’s Vision and Mission.

Individual Contributor or People Manager:

Individual Contributor.

Duties & Responsibilities:

• Assist and support Client Advisor in delivering exceptional wealth management services and experiences.
• Work with Client Advisor and Investment Portfolio Management team in providing customized and comprehensive financial planning advises and portfolios for UHNW clients.
• Develop and manage existing UHNW client relationships, including ongoing regular client contact and communications.
• Assist in retaining and building UHNW client relationships, as well as actively participate in the development of new business and networking opportunities.
• Collaborate with other departments to provide a seamless client resolution experience.
• Ensure that the firm’s values, reputation and standing are always well protected when representing the firm in external forums.
• Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks.
• Coordinate with business partners, understand the integration of their services to Lighthouse Canton overall practices.

Qualifications:

• Minimum of a bachelor’s degree from an accredited college or university.
• At least 5 years experiences in private banking industry preferred.

Domain Skills:

• Strong understanding of financial services industry and financial consulting responsibilities.
• Demonstrate strong interest in financial, global and capital markets.
• Experience in understanding the financial needs of UHNW clients.

Soft Skills:

• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
• Excellent interpersonal skills and ability to build and foster a strong network of relationships with strong adaptability to a dynamic environment.
• Creative approach to problem solving and able to develop innovative solutions for clients.
• Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company with a positive as well as a client first attitude.
• Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment.
• Detail oriented, commitment to excellence and a high level of integrity.
• Possess active listening and critical thinking skills.
• Excellent administrative and marketing skills.
• Strong coordination skills.

Looking for an opportunity to make an impact?

At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers’ success. We empower our teams, contribute to our communities, and operate sustainably. Everything we do is built on a commitment to do the right thing for our customers, our people, and our community. Our Mission, Vision, and Values guide the way we do business.

Exciting opportunity to join a team of Energy Advisors executing Hawaii Energy’s incentive programs and advisory services to businesses to accelerate the implementation of energy efficiency projects. The Energy Advisor will work closely with key customers to overcome barriers to implementing energy efficiency projects. The Energy Advisor will be responsible for developing customer and contractor relationships, serving as a trusted advisor to electric utility customers to drive the adoption of energy efficiency and conservation measures.

For over 12 years, Hawai‘i Energy has empowered island families and businesses to make smart energy choices by educating them about the many, lasting benefits of clean energy.  We encourage and reward practical everyday energy-saving decisions that save money, grow our economy and reduce the demand for electricity.  Our team members are committed to our mission and supporting Hawai‘i’s goal to achieve 100% clean energy by 2045.  The Hawai‘i Energy program is administered by Leidos, Inc. under a contract with the Hawai‘i Public Utilities Commission.  For more information, visit www.hawaiienergy.com

The Challenge:

• Serve as a trusted Energy Advisor for commercial customers looking to participate in energy efficiency, energy conservation, and energy management.
• Become a subject matter expert on Hawai‘i Energy’s programs and processes, energy-efficient technologies, energy management, and energy industry trends
• Assist commercial customers in identifying energy efficiency and conservation opportunities at their facilities through calls, site visits, and utility/other data analyses in coordination with the internal engineering team
• Promote Hawai‘i Energy’s programs through outreach and relationship-building with customers, contractors, and industry stakeholders
• Collaborate with internal teams and external stakeholders to identify barriers to participation in energy efficiency or energy management for commercial customers and develop solutions to increase participation in Hawai‘i Energy’s programs
• Coordinate and conduct trainings and presentations on Hawai‘i Energy programs, incentives, or other topics to industry organizations, customers’ senior management, contractors, etc.
• Utilize Salesforce for tracking projects and customer engagement
• Collect and prepare documentation for incentives from customers and/or contractors including conducting inspections to verify energy efficiency project installations
• Occasional travel to neighbor islands and working on night and weekends at public events may be required
• Other duties and responsibilities as assigned

What Sets You Apart:

• Bachelor’s degree with two (2) or less years of experience in energy or energy efficiency
• Basic understanding of the energy industry with the ability to become a subject matter expert
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
• Excellent oral and written communication skills including effectively presenting complex and/or technical information to a wide audience
• Possess a client-first attitude and be a relentless internal client champion with demonstrated experience building and managing relationships to reach a shared objective and drive towards desired business outcomes
• Self-starter and able to manage multiple projects simultaneously
• Passionate about and committed to the Hawai‘i Energy mission and goals
• Valid driver’s license and reliable transportation to meet with customers and conduct site visits

You Might Also Have:

• Bachelor’s degree in Engineering, Architecture, or related sciences field
• Experience with energy modeling and simulations
• Basic knowledge of construction practices and processes
• CEM, LEED AP, or other energy and sustainability certifications
• Advanced skill with Microsoft Excel and pivot tables
• Experience using Salesforce for customer relationship management
• Experience in data analytics and reporting

We take care of our employees. Leidos seeks the best and the brightest, and in return, we invest in you, with an eye on your future, through career advancement, growth opportunities and continuous improvement via mentoring, formal and informal project management training and assistance with obtaining pertinent certifications. We challenge you to help solve some of the world’s toughest problems, and reward you with a welcoming culture that recognizes the importance of a strong work/life balance, as well as competitive compensation and benefits. We believe that diversity and inclusion make us all better and offer the chance to have fun and make a difference.

HawaiiEnergy

Pay Range:

Pay Range $48,100.00 - $86,950.00

The Leidos pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.

Our people love to work for us, here’s why! 

• Officially B-Corp Certified, a Certified Great Place to Work 2023 and 2021 Best Workplaces winner! 
• Competitive salary, free weekly lunches, awesome social events (including a social club – winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD. 
• Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion. 
• Learning and development including internal and external training programs to build your career skills. 
• An inclusive and diverse workplace culture centered on health, wellbeing and fun. 
• The ability to salary sacrifice for their very own BlueRock shares 
• Gym membership after one year of tenure and mobile phone allowance after 6 months! 
• We have our very own BlueRock public holidays to give our people the day off, on us! 

For more amazing perks of working at BlueRock and employee benefits – head to our careers page!

How to apply

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you!   

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to hr@thebluerock.com.au. 

BlueRock is a 2023 Circle Back Initiative Employer – we commit to respond to every applicant. 

For this role, only candidates with the eligible right to work in Australia will be considered. 

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.   

Even in 2023 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.      

Advert

Invest in Renfrewshire is Renfrewshire Council’s Employability Service which aims to boost the local economy and tackle unemployment.

We are looking for a highly motivated person, seeking a challenging role within a busy economic development environment. Working as part of a team, you will be responsible for engaging with Parents to help support them to employment by providing tailored bespoke support to overcome both real and perceived barriers to enable participation in the labour market.

It is essential that you have a minimum of a SVQ Level 3 qualification or equivalent in relevant discipline or relevant experience at an appropriate level working in an employability environment supporting individuals into positive and sustained destinations. It is essential that you will be able to demonstrate experience of working in a similar post delivering employability interventions and dedicated support to individuals to secure employment.

Experience of utilising EU funding and an excellent track record of meeting EU compliance requirements for client files, substantial experience of working with unemployed people with a range of challenges and barriers. experience of developing and delivering training sessions to groups of unemployed individuals to gain the necessary attributes, skills and experience to progress to sustainable employment and Experience of assessment and development and implementation of action plans to progress unemployed individuals of all ages to progress to sustainable employment is essential.

You must have knowledge of core indicators for basic skills and relevant qualification frameworks, knowledge of employability services across Renfrewshire and working knowledge of online materials such as My World of Work, knowledge of EU compliance and skills to generate compliant files and the ability to work flexibly and as part of a team.

It is desirable that you have experience of working in a multi-disciplinary team.

Please note that this post is temporary, subject to business needs and funded for 17 Months or until the requirement for the post ceases, whichever date is the earlier.

If successful, you will be required to undertake a Disclosure Scotland check, the level of check will be determined by the duties of the post. If you would like further information in relation to the Disclosure Scotland checks, please visit www.disclosurescotland.co.uk.

Proud member of the Disability Confident employer scheme

Develop and maintain effective working relationships with managers and others within Finance and Trust wide service users. Be the point of contact for all day to day enquires, referring where necessary to more senior staff in a competent and professional manner. Ensure that all budgetary information is entered into the general ledger system. Produce detailed set reports and ad hoc reports on a monthly basis and ensuring these are issued in a timely manner. Collect and collate data/information. Ensure that the data/information meets pre-set quality criteria and report any quality issues Store data / information Assist the Senior Assistant Financial Advisor & Financial Advisor with analysing information at month end. Help budget holders understand their budgets by analysing expenditure Ensure that monthly reports of the budgetary position are issued to budget holders To be responsible for own continual professional development Contribute to service improvements Be a responsible team member

We’re recruiting an Assistant Employment Advisor to join our amazing team!

Making our customers feel welcome and comfortable when they are first referred to our programmes is one of our top priorities. You’ll be our welcoming voice, conducting the initial appointments with our new participants. You’ll need to be able to engage with people from a wide variety of backgrounds and experiences.

You’ll also organise and conduct job-search/job-club activities, either on a one-to-one or group basis, where you’ll help with CVs and job-applications.

Our ideal candidate will need to be a motivator in order to build positive relationships, and guide, inspire and challenge our customers to help them find sustainable employment. You might come from a recruitment background or have experience in sales or retail.

We are, however, open to various backgrounds and experiences as we are able to provide superb on-the-job training. We’re not looking for someone who ticks every box, just so long as you have an engaging personality, are comfortable working with a diverse group of people, and can provide a warm and welcoming experience to help our customers in their first steps back into employment.

This is a rewarding role that will allow you to utilise your current skills to influence, support and encourage others to build a future, and will also allow us to become better with your unique experiences.

As an organisation we deliver a range of Employability & Health contracts which support unemployed people ‘back to work’.

In return for your dedication, knowledge, and commitment, we're offering a competitive salary range of £20,971 to £23,000 per annum (dependent on experience) with these great additional benefits:

• 25 days annual leave + Bank Holidays + Birthday Day off (with the opportunity to buy additional days)
• 2 Volunteer Days
• Pension - 5% Employee 5% Employer
• Healthcare Cash Plan, incl. 3 x salary life assurance
• Annual Pay Review
• Refer a Friend Scheme
• Free access to BenefitHub – an online portal with access to a wide range of retail discounts, cycle to work scheme and additional voluntary benefits

There’s also the opportunity to progress your career within the Seetec Group.

Interested? There’s an easy to apply route below to upload your CV!

If you need any further information, talk to our experienced Internal Recruitment Team on 01702 208282.

Seetec Group is an employee-owned organisation and we continually pride ourselves on our sense of community, both in the incredible work we do throughout UK and Ireland, and internally with our employee owners. People are at the front, centre and heart of every service we provide and each decision we make.


Location: This is an office-based role, working in Norwich

Hours: 37 hours a week. Monday to Thursday 8.30 am to 5pm, Friday 8.30 am to 4.30pm

Closing Date: 13 November 2023

Key Responsibilities

• Support with initial appointments and customer assessments.
• Deliver a positive experience to new customers.
• Identify any potential barriers to employment.
• Organise and undertake job search/job club activity on a 1-2-1 or group basis.


Skills and Experience

Essential

Good working knowledge of the local labour market in the specified geographical locations
Fully IT literate in using a range of Microsoft Office programmes
Experience of delivering services to meet contractual and quality standards

Desirable

Knowledge of the employability industry
Experience of working in a target driven environment
Experience of working with people in the provision of ‘information, advice & guidance’
Full driving licence

Additional Information

SEETEC PLUSS is one of the UK’s leading providers of employability and health services, supporting thousands of people to move into employment each year. Committed to empowering people to better their lives, Seetec Pluss supports individuals from all walks of life to enter and progress in the world of work.

We create and source jobs and opportunities, and by focusing on people’s strengths we raise aspirations and help them overcome their barriers to work and develop the skills that employers are looking for. Together, we open up a world of opportunity to individuals and organisations, supporting them with their aspirations today so they can thrive in the future.

As an organization we are recruiting for a number of Employability contracts to support the unemployed back to work. This role will play a key part in contributing to the UK's economic recovery, 'Restart Scheme' which is a cornerstone of the government's 'Plan for Jobs' strategy and the expansion of the existing Work and Health programme (WHP_JETS).

Seetec Pluss is committed to safeguarding and promoting the welfare of young people and vulnerable adults and expects all staff to share and uphold this commitment in conjunction with the requirements of the Prevent Duty and the positive promotion of modern British values.

Dependent on the role applying to you may be required to process a Disclosure and Barring Service (DBS/DS) check. Seetec support the recruitment of ex- offenders and will not discriminate in any way. Our full policy statement of “Ex-Offenders” can be found on our website under “About us”.

Seetec Pluss is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

Proud member of the Disability Confident employer scheme

PT Advisor Assistant - Houston, TX (18 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

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 18 hrs/week.

Please note: The job can only be performed in the State locations listed: Oregon.

#LI-CBF

#LI-Hybrid #LI-Remote

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. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

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 TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

TH - Other

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

Key Responsibilities

• Handle and liaise with support partners to resolve administrative and operational matters for the team
• Handle clients' enquiries/ needs and assist in servincing their requirements
• Establish good rapport with clients
• Assist the team in executing investment transactions
• Assist the team in monitoring clients' investments positions
• Handle new account opening, account maintainance, credit application, etc.
• Handle any periodic reviews i.e. credit, KYC and Client Risk Questionnaire
• Highlight suspicious activitities/ behaviour of clients and staff (e.g. account irregularities) to the team and respective departmants responsible for it
• Attend all Compliance and mandatory training required by the local regulators
• Understanding the bank's KYC/AML/CDD framework
• Input of deals into the bank's proprietary system or raise appropriate deal tickets

Qualifications

• Degree in any discipline
• At least 3 years of experience working in a similar role/ capacity in a wealth management set up
• CACS papers 1 & 2 certified

As a/an Supervisory Attorney-Advisor (Deputy Assistant General Counsel, Ethics and Appeals Division), you will, under the supervision of the Assistant General Counsel:

• Supervises and reviews the work product of attorneys and management analysts, including the review of written work product to ensure procedural and substantive accuracy, and the product is well written, reflects appropriate research, and is legally sufficient.
• Independently advises high-level agency officials on ethics rules, regulations, and principles.
• Provides expert legal advice on Government-wide and HUD Supplemental standards of ethical conduct regulations, financial disclosure, the HUD Reform Act, the Federal travel regulations, the Federal criminal conflict of interest statutes (18 U.S.C. §§ 201-209), the Hatch Act and permissible political activities.
• Provides ethics briefings and training, including annual ethics training.
• Works closely with Ethics and Appeals Division staff to ensure appropriate and timely handling of Freedom of Information Act Appeals and Secretarial Appeals.

Starting at $155,700 Per Year (GS 15)