Job Description
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 and resolving inquiries while maintaining high service standards in a fast-paced environment. 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 Skills 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 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. Company Overview Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees.
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