Commissions Associate, Finance & Banking

Job Description

The Commissions Associate is an integral part of the Commissions team, a motivated self‑starter with a focus on accurate processing of commission revenue and maintaining a commitment to service standards. The ideal candidate will be a quick learner with a resourceful approach to researching and resolving inquiries. She/he will also be excited to work in a fast‑paced, growth environment and be intrinsically motivated to learning new areas of the business.

This is a hybrid role, candidates must be located in San Diego, CA.

• Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48 hrs.
• Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors.
• High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions.
• Is resourceful, works independently with minimal instruction and is reliable.
• Ability to analyze and identify root cause of issues and recommend efficiencies.
• Works on complex projects, using analytical skills to provide high level of detail.
• Team player works as a productive member, positive contributor to team.
• Training of commission statements/client analytics for new advisors, as requested.
• Answer customer calls and resolving issue using multiple resources.

• 1‑3 years prior experience in a Financial Institution preferred.
• 1 year of Accounting experience.
• Proficient in MS Office;
  Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
• Ability to be flexible and easily adapt to changes in a fast‑paced environment.
• Able to work overtime as needed.
• Keen attention to detail and accuracy.

• Problem‑solving/troubleshooting skills.
• Strong organizational, verbal and written communication skills.
• Team player who possesses great initiative and excellent judgment.
• Self‑starting individual who is able to work under minimal supervision.
• Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously.

The base annual salary range for this role is $22.60 to $29.00, plus a competitive performance‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor consideration.

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.

• 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 plus 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 foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the…