Job Description
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to process all aspects of commissions for financial advisors. Detailed instructions, established procedures and prescribed guidelines are provided to perform a variety of routine tasks. Recommends solutions to moderately complex problems. Will have extensive contact with internal and external customers to identify, research, and resolve problems.
**Essential Duties and Responsibilities:**
+ Acts as commission liaison between insurance carriers, financial advisors and sales management.
+ Confirms proper posting of fees, commissions, reimbursements to commission systems and to general ledger, ensuring integrity ledger accounts.
+ Prepares various journal entries, primarily commission postings and adjustments.
+ Reconciles commission statements and commission related general ledger accounts.
+ Utilizes reporting software to assist in reconcili...
**Essential Duties and Responsibilities:**
+ Acts as commission liaison between insurance carriers, financial advisors and sales management.
+ Confirms proper posting of fees, commissions, reimbursements to commission systems and to general ledger, ensuring integrity ledger accounts.
+ Prepares various journal entries, primarily commission postings and adjustments.
+ Reconciles commission statements and commission related general ledger accounts.
+ Utilizes reporting software to assist in reconcili...