Sr Advisor Compensation Processor

Advisor Group•Atlanta, GA

22h•Hybrid

About The Position

As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transition activities through both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic. Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of Financial Professionals. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.

Requirements

Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
Excellent communication & organizational skills.
Quick learner with basic technical skills to efficiently navigate through various systems.
STRONG customer focus orientation.
High attention to detail, analytical mindset, and problem-solving skills.
Be able to work independently and maintain elevated levels of quality.
Self-motivated individual capable of meeting departmental expectations and deadlines
Ability to participate and contribute to a team environment.

Nice To Haves

1+ years' experience in financial services operations or broker-dealer setting.
High school diploma.

Responsibilities

Process debit balance payments, prepare deposits, and maintain check control files.
Process and maintain commission batches from sponsor companies and representatives, ensuring accurate coding or representative and product information.
Set up and maintain representative direct deposit information.
Research and resolve commission payment and statement discrepancies with sponsors.
Format and prepare Excel files for upload into commission processing systems.
Process NSCC and PGS files and maintain commission-related data within legacy systems.
Perform quality assurance reviews to ensure the accuracy of commission batch processing and records.
All other duties as assigned.