Commissions Analyst - Software Guidance & Assistance
Holmdel, NJ
About the Job
Software Guidance & Assistance, Inc., (SGA), is searching for a Commissions Analyst for a contract assignment with one of our premier Insurance services clients in NYC, Holmdel, NJ, Bethlehem, PA, or Pittsfield, MA .
Responsibilities :
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Responsibilities :
- Manage Financial Representatives (FRs), Prote ´ge ´'s, Registered Representatives (RRs), Professional Associates (PAs), Financial Professionals (FPs), Full Time Agents (FTAs), Broker and Wholesaler compensation and contract terms.
- Ensures accurate field compensation by interpreting firm producer contracts and compensation schedules and contract terms.
- Works closely with firm Agent Contracting and Licensing (ACL) to ensure that compensation is paid according to the ever changing and varying state license regulations.
- Process assignment of commissions adhering to legal requirements.
- Provides confidential compensation information to various internal departments such as Legal, Audit and Agency Accounting Services and Manager, Distribution Alliance.
- Must process paper, NSCC and IPS commission statements and adjustments.
- Must be able to identify the various types of commissions being reported (regular, 12b-1's and mixed transactions) and product types (mutual fund, variable annuity, variable life, brokerage and RIA business).
- This position requires customer service by responding to commission-related issues and questions, problem research and resolution and accurate dissemination of information.
- Work experience in Broker Dealer firms.
- 5-10 years Financial Services experience.
- Excel
- End Client communication experience.
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Source : Software Guidance & Assistance
