Commission & Referral Analyst
Kforce
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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