Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Commissions Associate will focus on accurate processing of commission revenue and resolving inquiries while maintaining high service standards in a fast-paced environment.
Responsibilities
- 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
Skills
- 1- 3 years prior experience in a Financial Institution
- 1 years of Accounting experience
- Proficient in MS Office; Excel; 10 Key
- 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
- Docupace experience
- Netxpro experience
- Salesforce experience
- 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
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company Overview
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