Compensation Support Specialist

Kestra Holdings • Tempe, AZ

17d

About The Position

Lead with Purpose. Partner with Impact. As the Compensation Support Specialist, you will report to the Supervisor, Producer Compensation and will be responsible for providing compensation service and support to Kestra Financial Professionals. What you’ll Do: Comply with all regulatory rules, written desktop procedures and company policies. Communicate effectively with internal staff. Research compensation issues, process corrections and provide resolution. Respond to email inquiries from producers and document them in Footprints. Coordinate with our Accounting department to process commission advances and charge backs. Train and assist producers on compensation, producer website, reporting and other tools. Meet our team's established service levels. Other responsibilities as assigned. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.

Requirements

• 1+ years equivalent industry related experience strongly preferred
• High School Graduate required
• Must be able to perform duties accurately and timely
• Must demonstrate corporate mission statement and advisor first culture
• Must be proficient with Microsoft Outlook, Word, and Excel.
• Must be able to read, analyze and code compensation statements.
• Must become proficient with the use of vendor(s) and internal programs and software within 30 days of hire including but not limited to BRACS, Salesforce and AdvisorComplete.
• Must exhibit good problem-solving skills, prioritization, and attention to detail
• May be required to work overtime, as necessary

Nice To Haves

• College degree strongly preferred

Responsibilities

• Comply with all regulatory rules, written desktop procedures and company policies.
• Communicate effectively with internal staff.
• Research compensation issues, process corrections and provide resolution.
• Respond to email inquiries from producers and document them in Footprints.
• Coordinate with our Accounting department to process commission advances and charge backs.
• Train and assist producers on compensation, producer website, reporting and other tools.
• Meet our team's established service levels.
• Other responsibilities as assigned.
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED