Osaic · 2 days ago
Commission Specialist
Wonder how qualified you are to the job?
Business DevelopmentFinancial Services
Insider Connection @Osaic
Responsibilities
Prepare, input, maintain and track commission batches from sponsor companies, and representatives alike, by coding with rep information, and product information on the commission statement
Receive and process checks from representatives related to Debit Balances.
Prepares and reviews check deposits.
Communicate and resolve with sponsors discrepancies in statements and payments received
Formats excel spreadsheets for upload into commission system for processing to reps.
Opens and routes incoming mail, answers correspondence, and prepares outgoing mail.
Perform Quality Assurance on colleagues’ work to ensure accuracy of the information entered into the commission’s systems as batches are processed.
Prepare processed batches each week for imaging into the Docupace System.
All other duties as assigned
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
H.S. Diploma or equivalent (GED) required
At least two years of experience processing Broker-Dealer back-office commissions
1 – 2 years of industry experience
Must be proficient in the following: Microsoft Excel, Word, Outlook, and Teams.
Must acquire and retain the knowledge of securities industry rules and best practices regarding Commission Processing and have strong organizational and time management skills.
Must be team-oriented and client-focused.
Preferred
Advanced skills in Microsoft Excel.
2 – 3 years of industry experience
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
H1B Sponsorship
Osaic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Recent News
2024-05-06
2024-04-30
InvestmentNews
2024-04-06
Company data provided by crunchbase