Commissions Associate

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Commissions Associate is responsible for accurately processing commission revenue, researching inquiries, and ensuring high service standards while working in a fast-paced environment.

Responsibilities

• Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs
• Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors
• High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions
• Is resourceful, works independently with minimal instruction and is reliable
• Ability to analyze and identify root cause of issues and recommend efficiencies
• Works on complex projects, using analytical skills to provide high level of detail
• Team player works as a productive member, positive contributor to team
• Training of commission statements/client analytics for new advisors, as requested
• Answer customer calls and resolving issue using multiple resources

Skills

• 1- 3 years prior experience in a Financial Institution
• 1 years of Accounting experience
• Proficient in MS Office; Excel; 10 Key
• Ability to be flexible and easily adapt to changes in a fast-paced environment
• Able to work overtime as needed
• Keen attention to detail and accuracy
• Docupace experience
• Netxpro experience
• Salesforce experience
• Problem-solving/troubleshooting skills
• Strong organizational, verbal and written communication skills
• Team player who possesses great initiative and excellent judgment
• Self-starting individual who is able to work under minimal supervision
• Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously

Benefits

• Plus a competitive performance-based bonus
• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Company Overview