Commission Associate

2 weeks ago


US United States Alera Group Full time
Commissions Associate - Financial Services

Alera Group is seeking a highly motivated Commissions Associate to join our Wealth Services, Insurance, and Retirement Plan Services divisions. As a key member of our team, you will play a vital role in supporting the growth and success of our business.

Key Responsibilities:
  • Troubleshoot and research compensation inquiries for Financial Advisors
  • Facilitate updates and changes in Xtiva (Sales Performance and Incentive Compensation Tool) such as building new compensation splits and updating advisor payout percentages
  • Document management activities including retrieval and processing of 401(k) and Insurance statements as well as uploading documentation to our archive database
  • Participate in payroll closure and reporting
  • Monitor incoming mail for compensation checks and process accordingly
  • Processing of checks and invoices for Financial Planning clients
  • Pull ACH bank transactions
  • Contribute to additional support activities as needed
Requirements:
  • 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
What We Offer:

Alera Group offers a comprehensive benefits package, including medical, dental, life, and disability insurance, 401(k), generous paid time off, and more. We are an equal-opportunity employer and welcome applications from diverse candidates. If you are a California resident, please review the California Consumer Privacy Act prior to applying.



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