This role is an integral part of the Commissions team, focusing on accurate processing of commission revenue and maintaining a commitment to service standards across Cetera Financial Group’s broker dealer communities. Core Responsibilities: • Accurately process and reconcile daily commission files and statements while building on experience and applying knowledge of commissions within a self-clearing broker-dealer. • Perform research, interact with sponsors, and fund companies as needed to obtain statements for timely commission processing. Proactively seek best practices and implement process-improved commission processing methods. • Prioritize workload and perform timely resolution of outstanding commission issues. • Perform accounting functions, including preparation of journal entries, pertinent documentation of work papers and reconciliation of balance sheet accounts. • Understand standard contract terms and commission calculations to assist clients. • Ability to utilize intermediate Excel skills to research questions and efficiently analyze commission transaction data. • Provide Raving Fans customer service to clients, meeting SLAs and Cetera Service Culture service standards. • Team player willing to pitch in as needed to complete commission processing work and accomplish service standards and SLAs. • Communicate with fund companies and the field force, assisting Sales Representatives in resolving commission issues. • Work on projects, using analytical skills and providing a high level of detail. • Assist with internal/ external auditors • Daily quality control/review of commission data • Assist and train offshore team members • Process weekly advisor credit card payments • Mutual Fund/ Brokerage product setup Required Knowledge, Skills, and Abilities: • 1-2 years of intermediate Microsoft Excel skills; including writing formulas, Pivot Tables, VLOOKUP formulas, and the ability to work with large worksheets containing multiple linked worksheets. • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment. • Capable of working well in a team environment • Capable of exercising critical thinking skills • Customer service experience with sound verbal and written communication skills • Ability to work overtime if requested. Desired Knowledge, Skills, and Abilities: • Associate technical college degree in Accounting or Administration is a plus. • 1+ year experience working with Microsoft Access including working with tables and joins to write queries. Minimum Required Education & Experience: • High School Diploma Travel Requirements: Up to (0%)