Commissions Associate

Cetera Financial Group Inc; El Segundo (CA); On-site; USD 50,000 - 60,000; Full time

Job summary

Cetera Financial Group Inc is looking for a Commissions Associate in El Segundo, California. This role involves researching commission inquiries, problem-solving, and maintaining service standards.

The ideal candidate should have 1-3 years of experience in a financial institution, be proficient in MS Office and Salesforce, and demonstrate strong analytical and communication skills. The position offers a competitive salary and the opportunity for overtime as needed.

Qualifications

• 1-3 years of experience in a financial institution preferred.
• 1 year of Accounting experience.
• Ability to adapt to changes in a fast-paced environment.

Responsibilities

• Research commission inquiries via Salesforce and meet service levels.
• Identify problems and propose satisfactory solutions.
• Train new advisors on commission statements and analytics.

Skills

Analytical skills

Problem-solving

Attention to detail

Communication skills

Organizational skills

Tools

Salesforce

MS Office

Excel

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.

What you will do:

• Research commission inquiries via Salesforce for CA/CAN 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.

What you need to have:

• 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)
• 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

What's nice to have:

• 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

Compensation:

The base annual salary range for this role is $24.05 to $28.85, 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.