The Commissions Specialist is responsible for understanding, set up and execution of commission packages and commission structures for all lines of retirement business
Job Summary
The Commissions Specialist is responsible for understanding, set up and execution of commission packages and commission structures for all lines of retirement business.
This is a client facing position with all activities having direct client and financial impact as well as regulatory and participant/plan reporting.
We have a flexible work environment, and fluid career paths, and we celebrate internal mobility while fostering a welcoming and inclusive environment.
Matching Summary
The Commissions Specialist is responsible for understanding, set up and execution of commission packages and commission structures for all lines of retirement business.
Skills & Requirements
Must-have
commission setup and adjustments
contract and fee schedule interpretation
customer service and call center experience
use of financial and commission systems
collaboration with internal and external partners
Nice-to-have
problem solving and attention to detail
project management and process improvement
experience with EASY, CIRRUS, AWS, SAP
ability to manage multiple tasks with urgency
internal mobility and inclusive culture
Key Requirements
Bachelor's degree in Accounting, Business, Finance or related field or equivalent experience
3+ years mutual fund, broker dealer back office or accounts payable/accounting experience