Advisor Compensation Processor
Core
Process advisor compensation transactions, including commission coding, adjustments, reconciliations, and payroll support within a financial services environment.
Role type
Operational compensation processor
Builds
Accurate commission payments and payroll records for advisors and representatives
Domain
Financial Services / Broker-Dealer Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commission processing, transaction coding, data reconciliation, quality control, discrepancy resolution, Microsoft Office (Excel, Word, Outlook, Teams), analytical problem-solving, deadline management
Preferred skills
Advanced Excel (pivot tables, formulas), commission system experience, payroll processing platform experience, knowledge of industry regulations, process improvement initiatives
Technologies
Microsoft Office, commission systems, payroll processing platforms
Responsibilities
Compile, process, and maintain commission transactions; Prepare and track commission batches; Perform quality control on transactions; Research and resolve discrepancies; Support weekly compensation and payroll processing; Maintain records for audit and compliance; Collaborate with internal teams and external partners; Assist with escalations and time-sensitive tasks; Contribute to process improvement initiatives
Seniority
Mid-level individual contributor
