Opportunity Description
Join our dynamic Finance team in Urbandale as a Commission Analyst Associate, where you will play a crucial role in ensuring the accuracy and efficiency of commission processing within our broker-dealer environment.
Position Summary
The successful candidate will be responsible for the accurate processing, review, and reconciliation of broker and advisor commission data. This role supports timely commission payouts by performing detailed data entry, reviewing commission holds, and ensuring compliance with firm policies, contractual terms, and regulatory requirements.
Key Responsibilities
- Perform accurate and timely data entry of commission-related information into internal systems, including trades, production data, adjustments, and corrections.
- Review and analyze commission holds, identifying the reason for holds and ensuring proper resolution in accordance with firm policies.
Preferred Skills
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