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Commissions Associate

Company: Cetera Financial Group
Location: Saint Cloud
Posted on: May 19, 2019

Job Description:

Position Title: Commission Associate What we need: 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. S/he will also be excited to work in a fast-paced, growth environment and be intrinsically motivated to learn new areas of the business. What you will do: * Accurately process and reconcile daily commission files and statements, while building on experience and applying knowledge of commissions within a self-clearing broker dealer. * Perform research and interact with sponsors and fund companies as needed to obtain statements for timely commission processing. Proactively seek best practices and implement process improved commission processing methods. * Prioritize workload and perform timely resolution of outstanding commission issues * Perform accounting functions; including preparation of journal entries; pertinent documentation of work papers and reconciliation of balance sheet accounts * Understand standard contract terms and commission calculations to assist clients * Ability to utilize intermediate Excel skills to research questions and efficiently analyze commission transaction data * Provide Raving Fans customer service to clients; meeting SLAs and Cetera Service Culture service standards * Team player willing to pitch in as needed to complete commission processing work and accomplish service standards and SLAs What you need to have: * 2 years of Excel experience * 2 years experience in a Commissions, Accounting or Banking environment. * High School Diploma Really catch our eye with: * Associate technical college degree in Accounting or Administration is a plus. * Intermediate Microsoft Excel skills; including writing formulas, Pivot Tables, vlookup formulas, and the ability to work with very large worksheets containing multiple linked worksheets * Experience with 10-key * Experience working with Microsoft Access including working with tables, and joins to write queries * Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment * Capable of working well in a team environment * Capable of exercising problem-solving skills * Customer service experience with sound verbal and written communication skills * Ability to work overtime if requested Our top performers share the following traits: * Adaptable to change in a fast paced environment * Courteous and empathetic to client concerns * Superior listening skills * Positive role model to colleagues * Team player attitude * Energetic and results-oriented What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: Cetera Financial Group? ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.SDL2017

Keywords: Cetera Financial Group, Saint Cloud , Commissions Associate, Other , Saint Cloud, Minnesota

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