Commissions Processor / Accounting Clerk
Atria Wealth Solutions - Houston, TX
posted 4 months ago
About the position
Atria Wealth Solutions is seeking a talented Commission Analyst to join our team in a critical role that ensures our sales representatives are compensated accurately and on time. This position is essential for maintaining the integrity of our commission processes and requires a detail-oriented individual with a strong grasp of Excel and accounting principles. The Commission Analyst will be responsible for preparing commission calculations and reports, responding to inquiries, and assisting with various accounting tasks related to commission processing. The ideal candidate will thrive in a fast-paced environment and be able to manage multiple projects while meeting deadlines. In this role, you will prepare commission calculations for sales representatives using Excel and PDF formats, ensuring accuracy in data entry. You will also generate monthly commission reports for various programs and handle inquiries from the commission inbox via email and phone. Additionally, you will assist with the commission preparation list and the commission cycle close for multiple entities, making outbound calls to fund companies to research open items and ensure smooth operations. Collaboration is key in this position, as you will work closely with fund companies to set up electronic funding and statement reconciliation. You will also provide backup support for filing, data entry, and assist with accounting audits by pulling requested documentation. The role requires you to fix errors from direct business files and research accounts in our database, applying the information into our company system. This position is hybrid, allowing for a combination of remote and in-office work, and is based in one of our office locations in San Diego, Syracuse, or Houston.
Responsibilities
- Prepare commission calculations for sales representatives using Excel/PDF (data entry).
- Prepare monthly commission reports for various programs.
- Answer and research commission inbox emails and phone requests.
- Assist with commission prep-list and commission cycle close for multiple entities.
- Make outbound calls to fund companies and research open items.
- Work closely with fund companies to set up electronic funding and statement reconciliation.
- Provide backup for filing, DTCC, and data entry tasks.
- Support accounting audits by pulling requested documentation.
- Fix errors from direct business files.
- Research accounts in the database (Unio) and apply information into the company system (Xtiva).
Requirements
- Equivalent combination of education and experience; Associate degree (A. A.) or equivalent from a two-year college or technical school or 1+ years related experience and/or training.
- Commission/Accounting knowledge preferred.
- Intermediate to Advanced Excel and Word experience required, including pivot-tables, macros, vlookup, formulas, etc.
- Experience with Windows applications such as Windows Explorer, MS Word, and Internet Explorer is required.
- 10-key and knowledge of SAGE/AccPac preferred.
- Demonstrated problem-solving and analytical skills, including analyzing data.
- Ability to work well in a team environment.
- Good organizational, time management, and effective communication skills.
- Ability to meet deadlines with multiple project deliverables and be a motivated self-starter.
Nice-to-haves
- Experience in the financial services industry.
- Familiarity with commission processing systems.
Benefits
- Medical & Prescription Drug Insurance
- Health Advocacy
- Telehealth
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Accounts
- Short-Term Disability Insurance
- Long-Term Disability Insurance
- Life Insurance
- Paid time off
- Paid Holiday
- Paid Birthday time off
- Critical Illness, Accident & Hospital Indemnity Coverage
- Identity Theft Protection
- Employee Assistance Program
- Pet Insurance
- Legal Plans
- Virtual Therapy
- Virtual Mental WellCare
- Long-Term Care
- Retirement 401(k) Savings Plan with matching
