The Commissions Associate is an integral part of the Commissions team, a motivated self-starter with a focus on accurate processing of commission revenue and maintaining a commitment to service standards. The ideal candidate will be a quick learner with a resourceful approach to researching and resolving inquiries. She/he will also be excited to work in a fast-paced, growth environment and be intrinsically motivated to learning new areas of the business. What you will do: - Accurately process and reconcile daily commission files and statements, while building on experience and applying knowledge of commissions within a self-clearing broker dealer. - Perform research and interact with sponsors and fund companies as needed to obtain statements for timely commission processing. Proactively seek best practices and implement process improved commission processing methods. - Prioritize workload and perform timely resolution of outstanding commission issues - Perform accounting functions; including preparation of journal entries; pertinent documentation of workpapers and reconciliation of balance sheet accounts - Understand standard contract terms and commission calculations to assist clients - Ability to utilize intermediate Excel skills to research questions and efficiently analyze commission transaction data - Provide Raving Fans customer service to clients; meeting SLAs and Cetera Service Culture service standards - Team player willing to pitch in as needed to complete commission processing work and accomplish service standards and SLAs What you need to have: - High School Diploma. Associate technical college degree in Accounting or Administration is a plus. - 1-2 years of intermediate Microsoft Excel skills; including writing formulas, Pivot Tables, vlookup formulas, and the ability to work with very large worksheets containing multiple linked worksheets - 1+ year experience working with Microsoft Access including working with tables, and joins to write queries is preferred - Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment - Capable of working well in a team environment - Capable of exercising problem-solving skills - Customer service experience with sound verbal and written communication skills - Ability to work overtime if requested Our top performers share the following traits: - Professional decorum - Drive enterprise value - Deepening relationships with peers and team members What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan for a strong financial future well beyond their working years.
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