Commissions Associate

The Planet Group; Dallas (TX); On-site; USD 30,000 - 39,000; Full time

Job summary

Planet Group (United States) is seeking a Commissions Associate in Dallas for a 6-month term. The role focuses on researching commission inquiries via Salesforce, analyzing cases, and ensuring timely resolutions for advisors and centers.

The ideal candidate has 1–3 years in financial institutions, 1 year of accounting experience, and strong Excel/Office skills with familiarity in Salesforce and related tools. Excellent problem solving and organizational abilities are essential.

Qualifications

• 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)
• Preferred Skills: 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

Responsibilities

• Research commission inquiries via Salesforce for CA/CWS/CFS Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs.
• 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.

Skills

Analytical thinking

Problem solving

Attention to detail

Organization

Self-starter

Tools

MS Office

Excel

10 Key

Salesforce

Docupace

NetXPro

Job description

Commissions Associate
Location:Dallas
Duration: 6 months
Pay: $22/hr - $28/hr(DOE)

Core Responsibilities:

• Research commission inquiries via Salesforce for CA/CWS/CFS Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs.
• 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.

Required Knowledge, Skills, and Abilities:

• 1- 3 years prior experience in a Financial Institution preferred
• 1 years of Accounting experience
• Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
• Preferred Skills
• 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

Top performers share the following traits:

• 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