Commissions Analyst: Billing & Advisory Support

Insigneo; Miami (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Insigneo seeks a detail‑oriented Commissions Analyst to support daily billing and commission processes. You will set up accounts, maintain commission arrangements, and provide on‑the‑ground support to Independent Advisors for related inquiries.

Responsibilities include generating invoices, updating fee bases, and reconciling with accounting across Xtiva, NetX360, Addepar/ORION. A Bachelor’s degree and 2+ years in advisory finance are preferred.

Qualifications

• :
• 1) Bachelor's degree preferred in Business Administration or related field.
• 2) At least two years of industry-related experience.
• 3) Experience with advisory platforms and multi-custodian models preferred.
• 4) Proficient with Microsoft Excel and Power BI.
• 5) Experience with NetX360 and Addepar is a plus.
• 6) Strong attention to detail and self-motivation.

Responsibilities

• Set up, implement and maintain account information and commission arrangements in the company systems.
• Provide on-the-ground support to Independent Advisors for commissions and billing questions.
• Support daily/periodic billing reviews using Xtiva, NetX360 and Addepar/ORION.
• Update default fee bases in Pershing NetX360 and Addepar/ORION.
• Generate, update and submit invoices per contracts and policies.
• Upload authorization letters to charge broker/dealer accounts.
• Reconcile data with accounting as needed.
• Back up commissions/billing tasks and maintain customer data in Addepar/ORION.

Skills

Attention to detail

Self-starter

Organizational skills

Time management

Communication

Analytical thinking

Problem solving

Work under pressure

Excel proficiency

Education

Bachelor’s degree in Business Administration or related field

Tools

Xtiva

Pershing NetX360

Addepar/ORION

Job description

Insigneo seeks a detail‑oriented Commissions Analyst to support daily billing and commission processes. You will set up accounts, maintain commission arrangements, and provide on‑the‑ground support to Independent Advisors for related inquiries.

Responsibilities include generating invoices, updating fee bases, and reconciling with accounting across Xtiva, NetX360, Addepar/ORION. A Bachelor’s degree and 2+ years in advisory finance are preferred.