Commissions Associate
3 weeks ago
Alera Group is seeking a highly motivated and experienced Commissions Associate to join our Wealth Services, Insurance, and Retirement Plan Services divisions.
We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Key Responsibilities- Troubleshoot and research compensation inquiries for Financial Advisors
- Facilitate updates and changes in Xtiva, including building new compensation splits and updating advisor payout percentages
- Document management activities, including retrieval and processing of 401(k) and Insurance statements, and uploading documentation to our archive database
- Participate in payroll closure and reporting
- Monitor incoming mail for compensation checks and process accordingly
- Process checks and invoices for Financial Planning clients
- Pull ACH bank transactions
- Contribute to additional support activities as needed
- Undergraduate college degree required
- 3 or more years of relevant, hands-on experience in a commission processing role, supporting advisors in the Wealth Management and/or Retirement Plan Services fields
- Proficiency with Xtiva or other leading fee and commission billing software required
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life, and disability insurance, 401(k), generous paid time off, and much more.
We are an equal-opportunity employer and welcome applications from all qualified candidates.
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