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Commissions Associate

Company: Cetera Financial Group
Location: San Diego
Posted on: May 28, 2023

Job Description:

  • 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 workpapers 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:
    • High School Diploma. Associate technical college degree in Accounting or Administration is a plus.
    • 1-2 years of intermediate Microsoft Excel skills; including writing formulas, Pivot Tables, vlookup formulas, and the ability to work with very large worksheets containing multiple linked worksheets
    • 1+ year experience working with Microsoft Access including working with tables, and joins to write queries is preferred
    • 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:
      • Deepening relationships with peers and team members About Us What we give you in return: Not many teams can say that they support people's dreams coming to life--- We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and benefits package inclusive of:
        • Health, dental, vision and life insurance plans built to support healthy lifestyles, offer preventative care, and protect against hardship
        • 20 days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) 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 match (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
        • 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 Cetera is committed to providing a safe and healthy work environment for all employees. As part of this duty of care, Cetera will periodically review our policies and procedures and may update these to ensure fulfillment of our commitment. We strive to follow both CDC and local guidance, and, as such, there may be specific requirements within our sites which will be provided to you prior to your start date. 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 an independent financial advisor network and 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 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. Please review our - Workforce Privacy Policy -for further details on what information we collect and the purposes for collection.

Keywords: Cetera Financial Group, San Diego , Commissions Associate, Other , San Diego, California

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