Commission & Referral Analyst
Kforce has a client in Glendale, CA that is seeking a Commission & Referral Analyst. This role performs a variety of document processing and record keeping tasks associated with financial advisor compensation and referrals that require a thorough knowledge of products and services in the assigned area. Responsibilities:
- Entering new referral and/or compensation information
- Changing existing information
- Recording transactions
- Answering advisor inquiries
- Receiving, classifying, consolidating and summarizing documents and information
- Completing reports and providing administrative support
- Performs accounting activities such as posting, balancing & reconcile daily batches
- Financial advisor service duties such as answering inquiries, resolving compensation or referral problems and responding to financial advisor or management requests for information
- Assists in managing company compensation and referral systems and ensuring compensation and commissions are processed accurately
- 5+ years of experience working in the financial services industry with direct experience in commission processing
- Basic understanding of incentive compensation in the broker/dealer, insurance or other commission based sales environment
- Strong verbal and interpersonal communication skills, and especially problem-solving and analytical skills
- Strong solution-oriented mind-set
- Strong general technology knowledge and skills, including Microsoft Office with Excel skills required
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