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    Commissions Processing Associate - San Francisco, United States - Level Four Group

    Level Four Group
    Level Four Group San Francisco, United States

    3 weeks ago

    Default job background
    Permanent Accounting / Finance
    Description
    Our Team is growing, and we need you

    Come be a part of this disruption in the financial services marketplace

    By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

    We offer:
    • Casual Work Environment
    • Generous Paid Time Off
    • Flexible Work Schedule
    • Great Benefits
    • And More
    Come take your career path to the next level

    The Commissions Processing Associate will work within the Level Four Finance & Accounting department to manage commission payments, enhance the commission process efficiency and ensure transactional accuracy. This is accomplished by inputting commission data and working with the Accounting & Finance teams to process the payments. The position requires the ability to answer commission questions from internal staff. Will use accounting systems and enter manual data as needed.

    This position works on-site Monday through Friday at our Dallas, TX office.

    Essential responsibilities and tasks of the Commissions Processing Associate are:
    • Maintain correct fee schedules in commission system to correctly charge advisors
    • Reconcile commission statements to bank deposits and input deposit information to commission system daily
    • Processing commission payout every two weeks thru commission system
    • Produce advisor commission statements by pay period, detailing all production and fees charged
    • Answering commission questions from internal staff and representatives (customer service)
    • Must have experience generating report data from various systems, as well as working with and preparing data/reports in Excel
    • Other project oriented tasks with the accounting department
    • Required to work onsite in the Dallas office
    • Additional duties as required
    Successful Commissions Processing Associate candidates will have:

    Required
    • Minimum 3 years payroll processing and/or commission payout experience
    • Experience with Pivot Tables and Excel formulas
    • Strong Attention to detail
    • Intuitive and flexible learner/user of new technologies
    • High level of problem solving skills and reason through complex issues
    • Goal oriented
    • Comfortable with repetitive tasks
    • Positive attitude
    • Ability to collaborate with others (team atmosphere)
    • Ability to train others
    • Proficiency in MS Office
    Preferred
    • Experience with Jaccomo
    • College Degree
    • CPA designation suggested but not required
    • Financial industry understanding is a plus

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