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Commission Management Associate

2 months ago

Syracuse, New York, United States Atria Wealth Solutions Full time

Atria Wealth Solutions is seeking a dedicated Commission Analyst to become an integral part of our team. This position plays a vital role in guaranteeing the precise and prompt remuneration of our sales personnel. The successful candidate will demonstrate a robust command of Excel and accounting fundamentals, along with a keen attention to detail.

Position Overview:
This role involves the meticulous preparation of commission calculations and the generation of monthly commission reports for various programs.

Key Responsibilities:

  • Calculate commissions for sales staff accurately
  • Create and distribute monthly commission reports
  • Address inquiries via commission inbox and phone
  • Assist in preparing commission lists and closing cycles
  • Coordinate with funding companies for reconciliation
  • Support audit processes and rectify discrepancies
  • Analyze data and integrate findings into company systems

Qualifications:
Candidate should possess an Associate degree or equivalent experience in Commission/Accounting. Proficiency in Intermediate to Advanced Excel and Word, including the use of pivot tables and formulas, is essential. Strong problem-solving abilities, analytical skills, teamwork orientation, and excellent organizational and time management capabilities are required.

Compensation and Benefits:

  • Comprehensive Medical & Prescription Drug Insurance
  • Health Advocacy Services
  • Telehealth Options
  • Dental and Vision Insurance
  • Health Savings Account
  • Short & Long-Term Disability Insurance
  • Life Insurance Coverage
  • Generous Paid Time Off and Holidays
  • Retirement 401(k) Savings Plan with employer matching
  • And additional benefits

About Us:
Atria Wealth Solutions is a wealth management firm dedicated to fostering diversity and inclusion. We provide innovative tools and services to empower financial professionals and institutions, supporting a vast network of financial experts and organizations.