Hybrid Commissions Specialist — Finance & Analytics

Transamerica; Pennsylvania; Hybrid; USD 25,000 - 29,000; Full time

Job summary

Transamerica Corporation is seeking a Commissions Specialist to manage high-volume agent commission payments for Transamerica Financial Advisors and World Financial Group. The role covers U.S. and international providers with a hybrid in-office work model in Philadelphia and Denver.

The position requires strong math, research, and communication skills, plus Excel proficiency. You will handle inquiries, reconcile data, and run SQL queries while maintaining regulatory compliance and timely

Qualifications

• Bachelor’s degree in accounting or business field, or equivalent experience.
• Strong math aptitude.
• Research skills and attention to detail.
• Good written and oral communication skills.
• Proficiency using MS Excel.

Responsibilities

• Support semi-weekly commission cycles for multiple providers in the U.S. including Puerto Rico and Canada.
• Key commission activities into commission systems for non-platinum providers.
• Ensure payments and statement processing are accurate and on time to prevent non-compliance with regulatory authorities (FINRA, SEC, IOI).
• Verify deposits/funding are received and reconcile against compensation data.
• Resolve pending, on hold, and chargeback items.
• Respond to routine agent inquiries; escalate as needed.
• Follow administrative procedures to ensure segregation of duties in SOX compliance.
• Communicate with third party providers regarding compensation issues on various products.
• Run basic SQL queries and other systems.
• Research commission and balancing issues and escalate as needed.

Skills

Strong math aptitude

Research skills

Written and oral communication

Education

Bachelor's degree in accounting or business field, or equivalent experience

Tools

MS Excel

SQL

Job description

Transamerica Corporation is seeking a Commissions Specialist to manage high-volume agent commission payments for Transamerica Financial Advisors and World Financial Group. The role covers U.S. and international providers with a hybrid in-office work model in Philadelphia and Denver.

The position requires strong math, research, and communication skills, plus Excel proficiency. You will handle inquiries, reconcile data, and run SQL queries while maintaining regulatory compliance and timely