Commissions Associate at Avantax Planning Partners

El Segundo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

31.75

Posted On

12 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commission Processing, Analytical Skills, Problem Solving, Salesforce, Microsoft Excel, Accounting, Root Cause Analysis, Customer Service, Attention To Detail, Time Management, Communication Skills, 10 Key

Industry

Financial Services

Description

The Commissions Associate is an integral part of the Commissions team, a motivated self-starter with a focus on accurate processing of commission revenue and maintaining a commitment to service standards. The ideal candidate will be a quick learner with a resourceful approach to researching and resolving inquiries. She/he will also be excited to work in a fast-paced, growth environment and be intrinsically motivated to learning new areas of the business. What you will do: • 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. What you need to have: • 1- 3 years prior experience in a Financial Institution preferred • 1 years of Accounting experience • Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience) • 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 What's nice to have: • 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 Compensation: The base annual salary range for this role is $26.90 to $31.75, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor consideration. #LI-Hybrid

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Responsibilities

The Commissions Associate is responsible for accurately processing commission revenue and resolving inquiries via Salesforce for advisors and resource centers. They will analyze complex cases, identify root causes of issues, and provide training on commission statements.