Operations Analyst
Core
Provide compensation administration for Advisors across multiple distribution channels, ensuring accurate and timely payment processing and handling complex inquiries.
Role type
Operations Analyst (Compensation Administration)
Builds
Commission runs and compensation payments for financial advisors
Domain
Insurance / Financial Services
Required skills
Accounting, finance, data analysis, Microsoft Excel, attention to detail, problem-solving, organizational skills, business communications
Preferred skills
Compensation administration, payroll, commissions, incentives, financial transaction processing, insurance/financial services industry experience, accounting principles, financial reconciliation, issue resolution, process improvement
Responsibilities
Validate and process advisor compensation entries, apply special bonuses and fundserv wires, respond to complex advisor inquiries, create tax duplicates, manage returned cheques and EFT rejects, calculate and upload compensation data, manage workflow for commission runs, identify process improvements, collaborate with internal departments on error resolution
Seniority
Mid-level, hands-on IC
