Insigneo | Commission Analyst | miami, fl
13 hours ago
The Commissions Analyst will provide daily support to the firm’s billing process, maintaining accurate customer and advisory records.
JOB RESPONSIBILITIES/MAIN FUNCTIONS
- Responsible to set up, implement and maintain account information and commission arrangements in Company’s Systems.
- Provide “on the ground” support to Independent Advisors in a timely manner for all their Commissions and Billing related questions. This includes helping with system access, generating reports on commission amounts, reviewing any special adjustment to commission schedules.
- Support the daily, monthly, quarterly review of the billing process from inception to termination using Xtiva (in house commission system), Pershing NetX360 and or Addepar/ORION.
- Update default fee base in Pershing NetX360 and or Addepar/ORION.
- Generate, update, and submit invoices in accordance with customer contracts and company policies and procedures.
- Upload files or letters of authorization to charge accounts on brokers dealers/custodians.
- Reconcile information with accounting as needed.
- Perform other related duties as assigned.
- Serve as back up within the commissions and billing team on the following: Preserve the attributes on Addepar/ORION and maintain customer database.
JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)
- Bachelor’s degree in Business Administration or related field preferred.
- Requires a minimum of two (2) years of industry-related experience.
- Experience in an Advisory platform, preferably in a multi custodian model.
- Knowledge of Microsoft Tools, primarily Excel and Power BI.
- Bilingual (English/Spanish).
- Experience using NetX360 and Addepar, preferred.
JOB COMPETENCIES (KNOWLEDGE, SKILLS AND CAPABILITIES)
- Must have exceptional attention to detail.
- Must be a self-starter and driven.
- Strong organizational and time management skills; ability to prioritize.
- Excellent communication and interpersonal skills.
- Strong problem-solving skills and analytical abilities.
- Ability to work under pressure and time bound projects.
- Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook).
-
Insigneo | Commission Analyst | miami, fl
3 days ago
miami, United States Insigneo Full timeThe Commissions Analyst will provide daily support to the firm’s billing process, maintaining accurate customer and advisory records. JOB RESPONSIBILITIES/MAIN FUNCTIONS Responsible to set up, implement and maintain account information and commission arrangements in Company’s Systems.Provide “on the ground” support to Independent Advisors in a timely...
-
Commission Analyst
3 days ago
Miami, United States Insigneo Full timeThe Commissions Analyst will provide daily support to the firm’s billing process, maintaining accurate customer and advisory records. JOB RESPONSIBILITIES/MAIN FUNCTIONS Responsible to set up, implement and maintain account information and commission arrangements in Company’s Systems.Provide “on the ground” support to Independent Advisors in a timely...
-
Commission Analyst
2 days ago
Miami, United States Insigneo Full timeThe Commissions Analyst will provide daily support to the firm’s billing process, maintaining accurate customer and advisory records. JOB RESPONSIBILITIES/MAIN FUNCTIONS Responsible to set up, implement and maintain account information and commission arrangements in Company’s Systems.Provide “on the ground” support to Independent Advisors in a timely...
-
Business Process Analyst
4 weeks ago
Miami, Florida, United States City of Miami, FL Full timeJob Title: Business Process AnalystJob Summary:We are seeking a highly skilled Business Process Analyst to join our team at the City of Miami, FL. As a Business Process Analyst, you will be responsible for analyzing and improving business processes to increase efficiency and productivity.Key Responsibilities:Analyze business processes to identify areas for...
-
Lifeguard Position in City of Miami
4 weeks ago
Miami, United States City of Miami, FL Full timeJob Summary:The City of Miami, FL is seeking a qualified Lifeguard to ensure the safety of pool patrons. As a Lifeguard, you will be responsible for enforcing regulations, rescuing patrons in distress, and performing custodial tasks to maintain a clean facility area.Responsibilities:Enforce pool regulations and protect the safety of patronsRescue patrons in...
-
Optima Partners | Compliance Analyst | miami, fl
13 hours ago
miami, United States Optima Partners Full timeOverview: Optima Partners is looking for graduates or recent graduates to join our Miami, Florida office as a Compliance Analyst, supporting our Senior Compliance Consultants in developing, implementing and maintaining compliance programs for a variety of registered investment management firms. The Analyst program consists of 2-years hands-on training...
-
miami, United States Optima Partners Full timeOverview: Optima Partners is looking for graduates or recent graduates to join our Miami, Florida office as a Compliance Analyst, supporting our Senior Compliance Consultants in developing, implementing and maintaining compliance programs for a variety of registered investment management firms. The Analyst program consists of 2-years hands-on training...
-
Dexian | Event Planner | miami, fl
2 days ago
miami, United States Dexian Full timeClient: Financial Services Event CenterTitle: Event PlannerLocation: Miami, FL 33131 (Onsite)Duration: 4 Months +Overview:The event analyst will support the Southeast events team in the creation and execution of client event activities from concept through execution and evaluation. The analyst will play a key role in the event strategy for the market...
-
Dexian | Event Planner | miami, fl
2 days ago
miami, United States Dexian Full timeClient: Financial Services Event CenterTitle: Event PlannerLocation: Miami, FL 33131 (Onsite)Duration: 4 Months +Overview:The event analyst will support the Southeast events team in the creation and execution of client event activities from concept through execution and evaluation. The analyst will play a key role in the event strategy for the market...
-
MRI Technologist in Miami, FL
1 month ago
Miami, Florida, United States Soliant Full timeJob DetailsSoliant is partnered with a top-notch facility in Miami, FL, seeking a skilled Travel MRI Tech. Key requirements include:Minimum 1+ years of nursing experienceValid Florida state licenseARRT certificationCollege diploma or transcriptsContract details:Employment Type: ContractLocation: Miami, FLStatus: Accepting CandidatesApply by reaching out to...
-
Aide to Mayor
1 month ago
Miami, United States City of North Miami Beach, FL Full timeSalary: $18.00 - $21.00 HourlyLocation : North Miami Beach, FLJob Type: Part-TimeJob Number: 00384Department: Mayor & CommissionDivision: MAYOR & COMMISSIONOpening Date: 10/03/2024Closing Date: ContinuousFLSA: Non-ExemptBargaining Unit: N/ADescriptionThis is responsible administrative support work performed relative to the needs of the Mayor and City...
-
Phlebotomist in Miami, FL
5 days ago
Miami, United States All Medical Allied Full timeJob DescriptionJob DescriptionPosition: PhlebotomistLocation: Miami, FLHours: M-F 6:30 am to 2:30 pm.Payrate: $17.20 to $19.80, based on exp.The Patient Services Representative I (PSR I) represents the face of the company to patients who come in, both as part of their health routine or for insights into life-defining health decisions. The PSR I draws quality...
-
CRNA Opportunity in Miami, FL
1 month ago
Miami, United States Access Healthcare Staffing Solutions Full timeJob SummaryWe are seeking a skilled Certified Registered Nurse Anesthetist (CRNA) to join our team in Miami, FL. As a CRNA, you will be responsible for providing high-quality anesthesia care to patients undergoing various surgical procedures.Key ResponsibilitiesAdminister anesthesia to patients undergoing general surgery, ENT, neuro, vascular, GU, gyn, OB,...
-
Miami Beach, Florida, United States Snapology of Miami Beach FL Full timeJob DescriptionSnapology of Miami Beach FL is seeking highly qualified STEM Educators to lead our children's enrichment programs. As a STEM Instructor, you will be responsible for teaching Snapology programs to children aged 2-14, promoting creativity, teamwork, and problem-solving skills while educating students on STEM concepts.Key Responsibilities:Lead...
-
miami, United States StevenDouglas Full timeOur client in Miami, FL has immediate opportunities for Junior Underwriters. This team supports B2B loans and can offer a chance to grow within the organization.They are able to hire and train entry to junior level professionals interested in leveraging their proven success and expanding their career in the financial services industry.Team Members work in a...
-
miami, United States StevenDouglas Full timeOur client in Miami, FL has immediate opportunities for Junior Underwriters. This team supports B2B loans and can offer a chance to grow within the organization.They are able to hire and train entry to junior level professionals interested in leveraging their proven success and expanding their career in the financial services industry.Team Members work in a...
-
Miami, Florida, United States Unified Women's Healthcare - Miami Full timeYou are invited to apply for a Full Time OB/GYN position in our large, growing group practice in Miami, FL.Position Highlights:Our group practice consists of 11 MDs, 4 NPs, and is adding an MD for growth.We have 3 offices in the Kendall/Doral area, with physicians rotating between all 3.Our call schedule is 1:11 weekdays and 1:11 weekends, with a day off...
-
hXpath | Pricing Analyst | miami, fl
12 hours ago
miami, United States hXpath Full timeOur client, a leading international freight forwarder, is seeking a detail-oriented Pricing Analyst professional based in the Miami area to join their team.The ideal candidate will serve as a liaison between the sales and product teams tasked with handling RFQs and providing quotes for ocean freight shipments to prospective and current clients. This...
-
hXpath | Pricing Analyst | miami, fl
2 days ago
miami, United States hXpath Full timeOur client, a leading international freight forwarder, is seeking a detail-oriented Pricing Analyst professional based in the Miami area to join their team.The ideal candidate will serve as a liaison between the sales and product teams tasked with handling RFQs and providing quotes for ocean freight shipments to prospective and current clients. This...
-
Dermatologist - Miami, FL
1 day ago
Miami, United States Heed Health Full timeAbout the job Dermatologist - Miami, FL Seeking board-certified dermatologists, 2023-2025 dermatology residents, and Mohs surgeons! This is an exceptional opportunity to join a thriving skincare team utilizing state-of-the-art equipment to deliver advanced medical, surgical and cosmetic treatments in a beautiful, comfortable office setting. Opportunity...