Insurance Commissions Assoc

Chartwell Investment Partners

Hybrid
Payroll or commissions experience
General ledger reconciliation skills
Microsoft office excel and access proficiency
The role involves processing all aspects of commissions for financial advisors while ensuring the integrity of ledger accounts

Job Summary

  • The role involves processing all aspects of commissions for financial advisors while ensuring the integrity of ledger accounts.
  • Candidates must effectively partner with internal and external customers to identify, research, and resolve complex transaction issues.
  • The position requires maintaining strict confidentiality of commission records while working in a fast-paced environment with frequent interruptions.

Matching Summary

The role involves processing all aspects of commissions for financial advisors while ensuring the integrity of ledger accounts.

Skills & Requirements

Must-have

  • Payroll or commissions experience
  • General ledger reconciliation skills
  • Microsoft Office Excel and Access proficiency

Nice-to-have

  • Strong organizational and time management
  • Ability to train other associates
  • Experience with Crystal reporting software

Key Requirements

  • High School diploma with 2 years payroll/commissions experience
  • Associate's degree with 1 year related experience
  • Bachelor's degree preferred in Accounting, Business Administration, or Finance

Work Rights

Not specified

Tailored Resume

Cover Letter