Cetera Financial Group→
Commissions Associate at Cetera Financial Group in El Segundo, CA
Entry LevelHybridFull-timeEl Segundo, CA
Skills
financial institution experienceaccounting experiencemicrosoft excel10 keysalesforce
Job Description
Summary: Cetera Financial Group is seeking a Commissions Associate to join their Commissions team. The role involves accurate processing of commission revenue, resolving inquiries, and maintaining 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
Required Qualifications:
- 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
Preferred Qualifications:
- 1- 3 years prior experience in a Financial Institution
- 1 years of Accounting experience
- Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; 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
Required Skills: Financial Institution experience, Accounting experience, Microsoft Excel, 10 Key, Salesforce
Benefits: Competitive performance-based bonus
Benefits
Competitive performance-based bonus