Under limited supervision, uses specialized knowledge and skills obtained through experience and/or formal training to process all aspects of commissions for financial advisors. Detailed instructions, established procedures and prescribed guidelines are provided to perform a variety of routine tasks. Recommends solutions to more complex problems. Will have extensive contact with internal and external customers to identify, research, and resolve problems. **Essential Duties and Responsibilities:** • Acts as commission liaison between insurance carriers, financial advisors and sales management. • Confirms proper posting of fees, commissions, reimbursements to commission systems and to general ledger, ensuring integrity ledger accounts. • Prepares various journal entries, primarily commission postings and adjustments. • Reconciles commission statements and commission related general ledger accounts. • Utilizes reporting software to assist in reconciliations and problem resolution. • Records, inputs and posts commission information from a variety of sources, including ACH’s and paper checks. • Prepares advances and commission reversals. • Remains current in operations policies and procedures. • Assists with special projects and partners with IT to test and resolve potential changes to systems, as required. • May train or lead other associates. • Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities:** • Accounting concepts, practices and procedures • Operations and systems of assigned functional area. • Fundamental accounting concepts, practices, and procedures. • Financial products. **Skill in:** • Operating standard office equipment and using required software applications, including general ledger and payroll software systems, including Microsoft Office Excel, and Access. • Preparing, processing and maintaining transaction documentation, files, and records. • Gathering and compiling information. • Responding appropriately to inquiries and dealing with complex transaction issues. • Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines. **Ability to:** • Partner with other functional areas to accomplish objectives. • Execute instructions and request clarification when necessary. • Identify and resolve discrepancies. • Communicate effectively, both orally and in writing, with all organizational levels. • Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines. • Provide a high level of customer service, primarily via telephone. • Maintain strict confidentiality of commission records. • Work independently as well as collaboratively within a team environment **Educational/Previous Experience Requirements:** • High School diploma or equivalent with a minimum of four (4) years of Payroll or Commissions experience. ~or~ • Associate’s degree (A.A.) or equivalent from a two-year college or technical school and two (2) years related experience and/or training in Payroll or Commissions. • Bachelor’s Degree Preferred ~or~ • An equivalent combination of education, experience and/or training approved by Human Resources. **Licenses/Certifications** : • None required.