Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.
We are seeking a talented Commission Analyst to join our team. This position plays a critical role in ensuring our sales representatives are compensated accurately and on time.
The ideal candidate will have a strong grasp of Excel and accounting principles and will be detail-oriented. Location : Hybrid from one of our office locations San Diego, CA - 10150 Meanley Drive, 92131 Syracuse, NY - 100 Madison Street, 13202 Houston, TX - 11740 Katy Freeway, Energy Tower III, Ste 600, Houston, TX 77079 The anticipated annual base salary range for this position is $50,000 to $55,000.
Exact compensation may vary based on skills, experience, and location. Duties & Responsibilities Prepare commission calculations for sales representatives Excel / PDF (data entry).
Prepare monthly commission reports for Programs. Answer / 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 be set up for electronical funding & statement reconciliation.
Back-up for filing, DTCC, data entry. Support accounting audits as needed to pull requested documentation. Fix errors from direct business files.
Research accounts in database (Unio) and apply information into company system (Xtiva) Requirements : Equivalent combination of education and experience;
Associate degree (A. A.) or equivalent from 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.
Window applications such as Window Explorer, MS Word and Internet Explorer experience is required. 10-key and knowledge of SAGE / AccPac preferred.
Demonstrated problem solving and analytical skills, including analyzing data Must be able to work well in a team environment.
Must have good organizational, time management and effective communication skills Ability to meet deadlines with multiple project deliverables and a motivated self-starter.
Why work at Atria? In addition to a competitive salary, we provide a full benefits package that includes : 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 Employee Assistance Program Pet Insurance Legal Plans Virtual Therapy Virtual Mental WellCare Long-Term Care Retirement 401(k) Savings Plan with matching At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization.
Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients.
Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co.
Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration.
For more information, please visit www.atriawealth.com. Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace.
We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.
Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time It’s time for the next step in your career. Apply now Powered by JazzHR
Commissions Processor / Accounting Clerk
The ideal candidate will have a strong grasp of Excel and accounting principles and will be detail-oriented. Support accounting audits as needed to pull requested documentation. Commission/Accounting knowledge preferred. ...
Financial Audit & Accounting Manager
Audit Accounting Manager Job Summary:. Picker & Associates, LLC is a well-established firm in Buffalo Grove, IL, seeking a dedicated and experienced Financial Audit and Accounting Manager to join our team. As a Financial Audit and Accounting Manager at Picker & Associates, you'll have th...
Accounting Policy and Project Manager
The Accounting Policy team is seeking a Manager to serve as a valued business partner, providing timely and accurate financial consultation on emerging, existing and complex accounting issues as well as assisting the lines of business and accounting operations with operationalizing processes to conf...
Data Entry/Mailroom Clerk
Requirements for Clerk Position. ...
Accounts Payable Specialist
The Accounts Payable Specialist performs accounting duties related to the efficient maintenance and processing of Accounts Payable transactions. Assist team members within the Accounts Payable and the Shared Service Center department in day-to-day activities. Experience working in a large, high-volu...
Corporate Accounting & Consolidations Manager
Reporting to the Senior Manager of Corporate Accounting & Consolidations, the Corporate Accounting & Consolidations Manager supports the consolidation of UL's global financial results across 140+ legal entities and ensures the accurate reporting of financial results. You will ideally have ex...
Consulting Manager - Finance and Accounting Advisory Services
Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting. Minimum of 4 years of experience with a minimum of 2 experience in a public accounting firm and operational accounting role. Provide technical expertise for US GAAP and SEC requirem...
Manager of Reinsurance Accounting
Manager of Reinsurance Accounting. Ensure accurate and timely compilation of accounting information, analysis and reporting in accordance with Generally Accepted Accounting Principles (GAAP). Oversee and manage month-end, quarter-end and year-end accounting close and reporting for US reinsurance acc...
Manager, Forensic Accounting and Commercial Damages
HKA has taken substantial measures to grow our Forensic Accounting service line over the last few years. In our success so far, we are looking to continue that trend by seeking qualified, experienced Accounting/Finance professionals with relevant experience in the Forensics space. Bachelors or Maste...
Accounting Clerk
As an Accounting Clerk, your major responsibilities will be to:. Requirements of an Accounting Clerk:. Prepares and posts accounting documents, such as fees, receipts, invoices, requisitions, vouchers, expense accounts, and related operating reports. Files and maintains clerical records and reports ...