Commissions Specialist: Excel-Driven and Client-Focused

Cetera Financial Group; Dallas (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO) & holidays

Parental leave

401(k) with company match

Job summary

Cetera Financial Group is seeking a Commission Operations professional to join the Commissions team, focusing on accurate processing of commission revenue and maintaining service standards across Cetera’s broker dealer communities.

The role involves researching statements, reconciling daily files, performing journal entries, and ensuring timely processing while delivering exceptional customer service.

Qualifications

• 1–2 years of intermediate Microsoft Excel skills, including formulas, Pivot Tables, and VLOOKUP.
• Attention to detail and strong organizational skills in a fast-paced environment.
• Team player with good communication and critical thinking abilities.
• Overtime may be required as part of workload.
• Experience in customer service with solid verbal and written communication.

Responsibilities

• Process and reconcile daily commission files and statements for a self-clearing broker-dealer.
• Research with sponsors and fund companies to obtain statements for timely processing; implement process improvements.
• Prioritize workload and resolve commission issues promptly.
• Perform accounting tasks including journal entries and balance sheet reconciliation.
• Use intermediate Excel skills to analyze commission data and respond to inquiries.
• Provide high-quality customer service and meet SLAs and Cetera standards.
• Communicate with fund companies and field staff to resolve issues.
• Assist with audits and weekly advisor credit card payments processing.
• Train offshore team members as needed.

Skills

Excel

Attention to detail

Teamwork

Critical thinking

Customer service

Overtime availability

Communication skills

Education

High School Diploma

Associate degree in Accounting or Administration

Tools

Microsoft Access

Job description

Cetera Financial Group is seeking a Commission Operations professional to join the Commissions team, focusing on accurate processing of commission revenue and maintaining service standards across Cetera’s broker dealer communities.

The role involves researching statements, reconciling daily files, performing journal entries, and ensuring timely processing while delivering exceptional customer service.