Broker Dealer Commissions Specialist- $60-90k plus 10% bonus

Topeka, KS

Industry: Accounting and Finance Job Number: Job-1907

Job Description

Broker Dealer Commissions Specialist

 

$60-90k plus 10% bonus

 

Topeka, KS

 

Interviewing over the next two weeks

 

Bell & Associates has been engaged to help our client find their next Broker Dealer Commissions Specialist.  The Broker Dealer Commissions Specialist will be responsible for accumulating, verifying, calculating and presenting financial and production data for the company. The Specialist will serve as backup to the Controller in helping to run the day-to-day functions of the Finance department and will be responsible for reviewing information received from outside vendors and distributing that information to other team members as needed.  Regular correspondence with vendors and agents will be a major function for this position.

 

Responsibilities

  • Reconcilable bank and custodial accounts

  • Prepare financial statements

  • Agent production and profitability reporting

  • Monitor Orion software for the commissions and reporting related to agents

  • Approve and code accounts payable invoices for the general ledger

  • Communicate with vendors on any general questions related to invoices

  • Communicate with agents regarding questions on payments or commission calculations

  • Monitor compliance with agent contracts in regard to agent payments

  • Monitor accounts receivable payments from agents

  • Miscellaneous financial reporting

  • Manage Billing Team

  • Other duties and responsibilities as assigned by management

 

Requirements

  • Bachelor s Degree in Accounting

  • 3-5 years of financial services industry experience required, preferably in a Broker Dealer or RIA

  • QuickBooks experience required

  • Previous Accounting Manager position experience required

  • Ability to work independently with little or no supervision

  • Ability to interact with all personality types and with all levels of staff

  • Time management and ability to handle multiple tasks in a fast-paced environment

  • Ability to handle confidential information

  • Exceptional problem determination skills with a high attention to detail

  • Professional approach and appearance

 

Bell & Associates, Inc. was recently recognized by Forbes list of Best Professional Recruiting Firms in America - https://www.forbes.com/best-professional-recruiting-firms/list/3/#tab:overall

 

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

 

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas - Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management.  We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.    

 



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