Advisor Commissions & Reporting Specialist

Realta Wealth; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

Realta Wealth in Wilmington, DE is seeking a Commissions Associate to support compensation and advisor services. This role focuses on advisor support, commissions processing, and maintaining accurate records.

The ideal candidate should have a Bachelor’s degree or equivalent experience, alongside strong analytical skills and advanced proficiency in Microsoft Excel. This position requires attention to detail and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• 3+ years of experience in broker/dealer, RIA, compensation operations, or payroll processing.
• Familiarity with compensation systems and payroll systems.
• Experience with large datasets and reporting automation.

Responsibilities

• Support financial advisors with commission inquiries and payout calculations.
• Prepare and maintain commissions reports, ensuring trade activity accuracy.
• Reconcile commissions data with custodians and payroll systems.
• Coordinate advisor-related wire transfers and maintain accurate records.

Skills

Analytical skills

Attention to detail

Advanced proficiency in Microsoft Excel

Communication skills

Problem-solving skills

Customer service skills

Education

Bachelor’s degree in Finance, Accounting, or Business

Equivalent financial-services experience

Tools

CRM platforms (Sycamore preferred)

Reporting tools

Job description

Realta Wealth in Wilmington, DE is seeking a Commissions Associate to support compensation and advisor services. This role focuses on advisor support, commissions processing, and maintaining accurate records.

The ideal candidate should have a Bachelor’s degree or equivalent experience, alongside strong analytical skills and advanced proficiency in Microsoft Excel. This position requires attention to detail and the ability to manage multiple tasks in a fast-paced environment.