Investment Compensation Specialist

Description:

• I am currently hiring 2 Compensation Specialists for a growing financial firm. They are looking to expand their team with start dates in early December. This individual will primarily be setting up or maintaining commissions for financial advisors. This is perfect for the person who is detail-oriented and has strong Microsoft Excel Skills. The role will be primarily remote with 1-2 times on site training/team events in their Fort Mill, SC office.*
• Description:* Job Responsibilities:
• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current Advisors
• Support complex compensation issues including but not limited to: corrections and institutional payout requirements
• Work with multiple teams including but not limited to: Registration, Service, QA, Transitions, Business Consulting and Commissions Service
• Assists in various initiatives which may involve new office onboarding and migration efforts and other needs as they arise
• Additional tasks to match changing business needs
• Skills:* Ms office suite, excel, reporting, customer service, financial services, inbound calls, microsoft office, oracle, siebel, branchnet, client service
• Additional Skills & Qualifications:*
• Required Qualifications:*
• 2-3 years General Accounting or Financial Industry Experience
• Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel, Oracle, Documentum, and Siebel
• Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment
• Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management
• Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships
• Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation for obtaining results
• Ability to manage multiple assignments
• Attention to detail, ability to analyze information and strong reporting skills
• Excellent problem-solving skills that affect daily operational matters
• Thorough documentation skills and ability to document new processes
• Must be self-motivated and effectively cope with changing environments
• Preferred Qualifications:*
• Bachelor’s Degree preferred
• Experience in Commissions Processing preferred
• Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional