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Commission Compensation Specialist

2 months ago


San Diego, California, United States Atria Wealth Solutions Full time
Job Overview

Join a leading firm in the financial services sector that is dedicated to empowering independent financial professionals and institutions. At Atria Wealth Solutions, we pride ourselves on fostering exceptional client relationships and delivering top-notch services.

We are on the lookout for a skilled Commission Compensation Specialist to become an integral part of our team. This role is vital in ensuring that our sales team receives accurate and timely compensation. The ideal candidate will possess a solid understanding of Excel and accounting practices, with a keen eye for detail.

Location: Flexible work arrangement from various office locations.

Key Responsibilities:

  • Calculate commission for sales representatives using Excel and PDF formats.
  • Generate monthly commission reports for various programs.
  • Respond to inquiries related to commissions via email and phone.
  • Assist in preparing commission lists and closing cycles for multiple entities.
  • Conduct outreach to fund companies to resolve outstanding items.
  • Collaborate with fund companies for electronic funding setups and statement reconciliations.
  • Provide backup support for filing and data entry tasks.
  • Assist with accounting audits by retrieving necessary documentation.
  • Correct discrepancies from direct business files.
  • Research accounts in our database and integrate findings into our company system.

Qualifications:

  • Combination of education and experience; an Associate degree or equivalent experience in a related field is preferred.
  • Proficiency in Excel and Word, including advanced functions such as pivot tables and vlookups.
  • Strong analytical and problem-solving skills, particularly in data analysis.
  • Ability to thrive in a collaborative team environment.
  • Excellent organizational and time management skills.
  • Self-motivated with the ability to meet deadlines across multiple projects.

Why Choose Atria?

We offer a competitive salary along with a comprehensive benefits package that includes:

  • Medical and Prescription Drug Insurance
  • Health Advocacy and Telehealth Services
  • Dental and Vision Insurance
  • Health Savings and Flexible Spending Accounts
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Paid Time Off and Holidays
  • Retirement 401(k) Savings Plan with matching contributions

At Atria, we believe that Diversity, Inclusion, and Belonging are essential to our success. We are committed to integrating these values into our organizational culture, which is vital for delivering exceptional products and services to our clients.

Atria Wealth Solutions is an equal opportunity employer, dedicated to fostering a diverse and inclusive workplace. We prohibit discrimination and harassment based on any protected characteristic as outlined by applicable laws.

Take the next step in your career with us.