Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to process all aspects of commissions for financial advisors. Detailed instructions, established procedures and prescribed guidelines are provided to perform a variety of routine tasks. Recommends solutions to moderately complex problems. Will have extensive contact with internal and external customers to identify, research, and resolve problems. **Essential Duties and Responsibilities:** + Acts as commission liaison between insurance carriers, financial advisors and sales management. + Confirms proper posting of fees, commissions, reimbursements to commission systems and to general ledger, ensuring integrity ledger accounts. + Prepares various journal entries, primarily commission postings and adjustments. + Reconciles commission statements and commission related general ledger accounts. + Utilizes reporting software to assist in reconciliations and problem resolution. + Records, inputs and posts commission information from a variety of sources, including ACH’s and paper checks. + Prepares advances and commission reversals. + Remains current in operations policies and procedures. + May train other associates. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Accounting concepts, practices and procedures + Operations and systems of assigned functional area. + Fundamental accounting concepts, practices, and procedures. + Financial products. **Skill in:** + Operating standard office equipment and using required software applications, including general ledger and payroll software systems, including Microsoft Office Excel, Access and/or Crystal reporting. + Preparing, processing and maintaining transaction documentation, files, and records. + Gathering and compiling information. + Responding appropriately to inquiries and dealing with complex transaction issues. + Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines. **Ability to:** + Partner with other functional areas to accomplish objectives. + Execute instructions and request clarification when necessary. + Identify and resolve discrepancies. + Communicate effectively, both orally and in writing, with all organizational levels. + Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines. + Provide a high level of customer service, primarily via telephone. + Maintain strict confidentiality of commission records. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements:** + High School diploma or equivalent with a minimum of two (2) years of Payroll or Commissions experience OR + Associate’s degree (A.A.) or equivalent from a two-year college or technical school and one (1) year related experience and/or training in Payroll or Commissions. + Bachelor’s Degree Preferred + ~or~ + An equivalent combination of education, experience and/or training approved by Human Resources.