Job Description
Operations and Commissions Administrator
Essential Functions
- Field incoming problems, research issues, initiate outbound calls and emails to resolve processing issues
- Fee-based account administration
- Statement processing and administration
- Application support and administration
- New account set-up and changes
- Order execution, settlement and reconciliation
- Transfer IN/OUT administration
- Communicate application problems and issues to key stakeholders, including management, development teams, end users, and team leaders
Semi-Monthly Commission Pay, including:
- Process advisor semi-monthly expense report
- Process advisor semi-monthly commission pay report
- Process advisor semi-monthly referral fee report
- Create advisor semi-monthly pay
- Maintenance of advisor records.
Daily/Weekly/Monthly/Quarterly/Yearly Processing, including: <...