Financial Professional Compensation Consultant
About The Position
This Financial Professional Compensation Consultant is responsible for supporting accounting and operational processes through advanced review activities, customer service support, project coordination, auditing, and continuous improvement initiatives. The position partners closely with internal departments and financial professional offices to ensure accuracy, efficiency, and adherence to departmental policies and procedures. Responsibilities include coordinating training resources and process documentation, assisting with accounting-related projects and data research, processing service requests, and supporting workflow management across the department. This role also contributes to quality assurance efforts by auditing workloads, identifying process improvements, and collaborating with leadership to enhance operational effectiveness. Experience with Workday is a plus.
Requirements
- Detail-oriented and collaborative professional with strong analytical, organizational, and customer service skills.
- Comfortable coordinating projects, conducting audits, researching data discrepancies, and working cross-functionally with both internal associates and financial professionals.
- Strong communication skills.
- Adaptability, initiative, and a continuous improvement mindset.
- Ability to manage multiple priorities while maintaining a high level of professionalism.
- Experience with accounting operations.
- Experience with workflow coordination.
- Experience with systems such as Workday is highly valued.
Nice To Haves
- Experience with Workday is a plus.
Responsibilities
- Conduct advanced review processes for financial professional offices and coordinate with internal and external customers to ensure accuracy
- Assist with organization, planning and development of training modules, software, and overall program for benefit of new and existing staff and financial professionals in regards to Operations departmental policies and procedures.
- Process customer service requests for data updates and advance compensation requests
- Provide customer service related to Accounting and supply information as needed at request of management, company associates, and financial professionals
- Support Accounting Analysts through preliminary software/data research and testing
- Coordinate Accounting projects ensuring projects are completed on time and within budget
- Complete auditing of workload for the Accounting department and coordinate necessary updates or changes in processes needed due to errors found
- Work with management to coordinate and adjust workflow as needed to ensure workload is spread
- Work with Accounting Department to participate, coordinate, and/or lead Continuous Improvement initiatives
Benefits
- Paid time off
- Paid holidays
- Floating holidays
- Medical coverage
- Dental coverage
- Vision coverage
- Short-term disability
- Long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
