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Cetera Financial Group · 1 day ago

Commission Associate

El Segundo, CA

Full-time

Hybrid

Entry Level

1+ years exp

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, resolving inquiries, and supporting the Commissions team in a fast-paced environment.

AdviceFinancial ServicesRetailRetirementWealth Management

Hiring Manager

Hailey Bernier

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

Qualification

SalesforceAnalytical skillsAccounting experienceMS Office proficiencyProblem-solving skillsOrganizational skillsCommunication skillsTeam playerSelf-starter

Required

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

Preferred

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.