Commissions Processing Specialist

1 week ago


Dallas, Texas, United States Level Four Group, LLC Full time
About Level Four Group, LLC:

We are a rapidly growing wealth management firm with a strong entrepreneurial spirit and a commitment to embracing change. Our company culture is dynamic and collaborative, providing a supportive work environment for our employees.

Job Title: Commissions Processing Associate

We are seeking a detail-oriented Commissions Processing Associate to join our Finance & Accounting department. In this role, you will be responsible for managing commission payments, ensuring accuracy in transactions, and providing support to internal staff with commission-related inquiries.

Key Responsibilities:
  • Maintain accurate fee schedules in our commission system
  • Reconcile commission statements and bank deposits
  • Process commission payouts bi-weekly
  • Generate advisor commission statements
  • Provide commission support to internal staff
  • Utilize accounting systems and Excel for data entry and reporting
  • Collaborate on projects with the accounting department
Requirements:
  • Minimum 3 years of payroll or commission processing experience
  • Proficiency in Excel, including Pivot Tables and formulas
  • Strong attention to detail and problem-solving skills
  • Ability to work in a team environment and train others
  • Knowledge of MS Office suite
  • Experience with Jaccomo (Preferred)
  • Financial industry understanding (Preferred)

If you are a goal-oriented individual with a positive attitude and a passion for financial services, we encourage you to apply. We value candidates who are motivated and eager to contribute to our team's success.



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