Commissions Processing Associate
Dallas, TX 75251 US
Wealth Management Firm
Opportunity for growth
Commissions Processing Associate Role:
In this role, you will manage commission payments, enhance the efficiency of the commission process, and ensure commissions are paid accurately.
You will be responsible for inputting commission data and working with the Accounting team to process the commission payments.
You will work closely with internal staff and be the go to person to answer their commission questions, while providing an outstanding customer service experience.
You will use accounting systems and enter manual data as needed.
Maintain correct fee schedules in commission system to correctly change 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.
Must have experience generating report data from various systems, as well as working with and preparing data/reports in Excel.
You will work on project oriented tasks with the accounting department as needed.
Commissions Processing Associate Background Profile:
High school diploma or the equivalent
Bachelor’s degree is a plus
3+ years experience processing commissions for payroll
Ideally experience in the Insurance industry/Knowledge of insurance (variable, fixed, mutual funds)
MS Office Suite - specifically strong Excel skills (VLOOKUP and Pivot Tables and formulas)
Desire to learn and improve processes – self-motivated
Impeccable organizational skills
Strong attention to details
Problem Solving skills
Working knowledge of Jaccomo is a plus; if no experience, must be a quick, solid learner of new technologies
Features and Benefits of Client:
Medical, Dental, Vision – Insurance premiums are low!
Generous PTO and sick days
Standard paid holidays
Great company culture – lots of energy, teamwork and strong entrepreneurial spirit
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
I am a Staffing Account Executive with over 8 years of experience at Frontline Source Group. I am focused on building lasting relationships with clients by supporting them in their need to find top talent in a tight market. I enjoy the personal connection with each client, getting to know them, understanding their positions, and helping them find top talent for their organization from a cultural fit as well as a skill fit. I want every client I work with to feel that they have 100% of my attention and time, and that level of customer service is what I strive for daily.
At Frontline Source Group™, we specialize in providing high-quality temporary, temp-to-hire, and direct placement candidates in Technology/IT, Accounting, Finance, Administrative, Customer Service, Human Resources, Engineering and Oil & Gas.