Analysis Skills, Brokerage, Communication Skills, Contract Requirements, Data Entry, Detail Oriented, Finance, Information Technology & Information Systems, Interpersonal Skills, Maintain Compliance, Multitasking, Reconciliation, Regulatory Requirements, Team Player, Time Management
Join our dynamic Finance team in Urbandale as a Commission Analyst Associate, where you will play a crucial role in ensuring the accuracy and efficiency of commission processing within our broker-dealer environment.
Position Summary
The successful candidate will be responsible for the accurate processing, review, and reconciliation of broker and advisor commission data. This role supports timely commission payouts by performing detailed data entry, reviewing commission holds, and ensuring compliance with firm policies, contractual terms, and regulatory requirements.
Key Responsibilities
- Perform accurate and timely data entry of commission-related information into internal systems, including trades, production data, adjustments, and corrections.
- Review and analyze commission holds, identifying the reason for holds and ensuring proper resolution in accordance with firm policies.
Preferred Skills
- Strong analytical skills with attention to detail.
- Ability to work under tight deadlines and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills.
- Familiarity with regulatory requirements and contractual terms related to commissions.
Take the next step in your career and apply to be part of a forward-thinking company that values accuracy, integrity, and teamwork.