Commissions Associate

Cetera • El Segundo, CA

7d • $23 - $29 • Hybrid

About The Position

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.
This is a hybrid role, candidates must be located in El Segundo, CA

Requirements

• 1- 3 years prior experience in a Financial Institution preferred
• 1 years of Accounting experience
• Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
• 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

Nice To Haves

• 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

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.

Benefits

• 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+ 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed