Processor, Finance & Banking

• Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations
• Prepare, input, and track commission batches received from sponsors and representatives
• Perform quality control on transactions and data to ensure accuracy and compliance with company standards
• Research and resolve discrepancies related to commission statements, payments, and account activity
• Support weekly compensation and payroll processing activities
• Maintain accurate records and documentation to support audit and compliance requirements
• Collaborate with internal teams and external partners to resolve issues and support operational workflows
• Assist with escalations, priority requests, and time-sensitive processing tasks
• Contribute to process improvement initiatives and support system enhancements as needed
• Perform all other duties as assigned

• High School Diploma or GED required
• 1 - 3+ years of experience in commission processing, financial operations, or a related field
• Proficiency in Microsoft Office applications including Excel, Word, Outlook, and Teams
• Strong attention to detail with excellent analytical and problem-solving skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Ability to maintain confidentiality and handle sensitive financial data
• Self-motivated with the ability to work both independently and as part of a team
• Strong organizational skills and a high level of accuracy in work output
• 2-4 years of experience in financial services operations or broker-dealer environment
• Advanced Microsoft Excel skills, including pivot tables, formulas, and data analysis
• Experience with commission systems, payroll processing, or transaction processing platforms
• Familiarity with industry regulations and commission processing best practices
• Experience supporting system enhancements, quality control, or process improvement initiatives

Demonstrates expertise in commission processing and financial operations, with strong analytical skills and attention to detail. Proficient in Microsoft Excel for data analysis and committed to maintaining compliance and accuracy in financial documentation.

• Commission Processing
• Financial Operations
• Advanced Microsoft Excel Skills
• Quality Control
• Process Improvement

• Commission Processing
• Financial Operations
• Advanced Microsoft Excel Skills
• Data Analysis
• Transaction Processing
• Payroll Processing
• Quality Control
• Process Improvement
• Analytical Skills
• Attention to Detail

• Strong Written Communication
• Strong Verbal Communication
• Organizational Skills
• Self-Motivated
• Problem-Solving Skills

• High School Diploma
• GED

• Financial Services Operations
• Broker-Dealer Environment
• Compliance
• Commission Processing Best Practices
• Audit Requirements

• Microsoft Office
• Excel
• Word
• Outlook
• Teams