Glendale, CA, USA
15 days ago
Commission & Referral Analyst
Kforce has a client in Glendale, CA that is seeking a Commission & Referral Analyst. This role performs a variety of document processing and record keeping tasks associated with financial advisor compensation and referrals that require a thorough knowledge of products and services in the assigned area. Responsibilities: * Entering new referral and/or compensation information * Changing existing information * Recording transactions * Answering advisor inquiries * Receiving, classifying, consolidating and summarizing documents and information * Completing reports and providing administrative support * Performs accounting activities such as posting, balancing & reconcile daily batches * Financial advisor service duties such as answering inquiries, resolving compensation or referral problems and responding to financial advisor or management requests for information * Assists in managing company compensation and referral systems and ensuring compensation and commissions are processed accurately
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