Commissions Analyst

4 weeks ago

Dallas, United States Hilltop Holdings Full time
Job Description

Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly-owned subsidiary of Hilltop Holdings. Momentum Independent Network (MIN) is a brokerage firm, which provides a home for independent representatives. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services. This position is located in the Dallas office.

Responsibilities

  • Responsible for reviewing financial account statements to post accurate trade and trail commissions in Broadridge Advisor Compensation Solutions (BRAC).
  • Maintain data aggregators' access to verify account information.
  • Communicate with internal and external contacts for research or to reconcile with GL.
  • Perform and maintain reconciliation of debits and credits in the House Account against the GL.
  • Research commissions with MF companies when a payment, statement, or transaction is missing.
  • Report technical issues with BRAC through the BRAC JIRA system.
  • Research commission questions on behalf of the reps.
  • Review daily reports for restrictions or exceptions to make corrections if needed or notify OSJ of expired licenses for payment.
  • Maintain financial records and statements files.
  • Provide lead support and maintenance of accounts in BRAC.
  • Communicate in writing with Mutual Fund companies to correct discrepancies with MIN representative information.
  • Maintain products and mutual fund company data within BRAC.
Qualifications
  • An associate degree in accounting or 3 years of equivalent bookkeeping experience
  • Must know general accounting skills including account reconciliations, debits, and credits.
  • Previous financial services industry experience desired
  • Professional demeanor and effective business communication skills (both oral and written) with sharp punctuality.
  • Detail-oriented with excellent organization skills and the ability to multi-task
  • Fast and accurate data entry skills
  • Working knowledge of Excel, Word, and Outlook programs required.
  • Proficient in Excel.
  • Strong attention to detail.
  • Ability to prioritize and manage time to meet deadlines.
  • Strong communication skills, both written and verbal.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required, and may be changed at the discretion of the Company.

About Us

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About the Team

HilltopSecurities' Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.

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