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Commissions Processing Associate

levelfourgroup · 30+ days ago

Dallas, TX

$34k+
Estimation

Full-time

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Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Commissions Processing Associate will work within the Level Four Finance & Accounting department to manage commission payments, enhance the commission process efficiency and ensure transactional accuracy. This is accomplished by inputting commission data and working with the Accounting & Finance teams to process the payments. The position requires the ability to answer commission questions from internal staff. Will use accounting systems and enter manual data as needed.

This position works on-site Monday through Friday at our Dallas, TX office.

Essential responsibilities and tasks of the Commissions Processing Associate are:

Maintain correct fee schedules in commission system to correctly charge advisors
Reconcile commission statements to bank deposits and input deposit information to commission system daily
Processing commission payout every two weeks thru commission system
Produce advisor commission statements by pay period, detailing all production and fees charged
Answering commission questions from internal staff and representatives (customer service)
Must have experience generating report data from various systems, as well as working with and preparing data/reports in Excel
Other project oriented tasks with the accounting department
Required to work onsite in the Dallas office
Additional duties as required

Successful Commissions Processing Associate candidates will have:

Required

Minimum 3 years payroll processing and/or commission payout experience
Experience with Pivot Tables and Excel formulas
Strong Attention to detail
Intuitive and flexible learner/user of new technologies
High level of problem solving skills and reason through complex issues
Goal oriented
Comfortable with repetitive tasks
Positive attitude
Ability to collaborate with others (team atmosphere)
Ability to train others
Proficiency in MS Office

Preferred

Experience with Jaccomo
College Degree
CPA designation suggested but not required
Financial industry understanding is a plus!

•

Last updated on Sep 13, 2024

About the company

L

levelfourgroup

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