Commissions Associate, Finance & Banking

This role is an integral part of the Commissions team, focusing on accurate processing of commission revenue and maintaining a commitment to service standards across Cetera Financial Group’s broker dealer communities.

• Accurately process and reconcile daily commission files and statements while building on experience and applying knowledge of commissions within a self-clearing broker-dealer.
• Perform research, interact with sponsors, and fund companies as needed to obtain statements for timely commission processing. Proactively seek best practices and implement process-improved commission processing methods.
• Prioritize workload and perform timely resolution of outstanding commission issues.
• Perform accounting functions, including preparation of journal entries, pertinent documentation of work papers and reconciliation of balance sheet accounts.
• Understand standard contract terms and commission calculations to assist clients.
• Ability to utilize intermediate Excel skills to research questions and efficiently analyze commission transaction data.
• Provide Raving Fans customer service to clients, meeting SLAs and Cetera Service Culture service standards.
• Team player willing to pitch in as needed to complete commission processing work and accomplish service standards and SLAs.
• Communicate with fund companies and the field force, assisting Sales Representatives in resolving commission issues.
• Work on projects, using analytical skills and providing a high level of detail.
• Assist with internal/ external auditors
• Daily quality control/review of commission data
• Assist and train offshore team members
• Process weekly advisor credit card payments
• Mutual Fund/ Brokerage product setup

• 1-2 years of intermediate Microsoft Excel skills; including writing formulas, Pivot Tables, VLOOKUP formulas, and the ability to work with large worksheets containing multiple linked worksheets.
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment.
• Capable of working well in a team environment
• Capable of exercising critical thinking skills
• Customer service experience with sound verbal and written communication skills
• Ability to work overtime if requested.

• Associate technical college degree in Accounting or Administration is a plus.
• 1+ year experience working with Microsoft Access including working with tables and joins to write queries.

• High School Diploma

Up to (0%)

What We Give You In Return Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• 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…