Operations and Commissions Administrator

Essential Functions

• Field incoming problems, research issues, initiate outbound calls and emails to resolve processing issues
• Fee-based account administration
• Statement processing and administration
• Application support and administration
• New account set-up and changes
• Order execution, settlement and reconciliation
• Transfer IN/OUT administration
• Communicate application problems and issues to key stakeholders, including management, development teams, end users, and team leaders

Semi-Monthly Commission Pay, including:

• Process advisor semi-monthly expense report
• Process advisor semi-monthly commission pay report
• Process advisor semi-monthly referral fee report
• Create advisor semi-monthly pay
• Maintenance of advisor records.

Daily/Weekly/Monthly/Quarterly/Yearly Processing, including: <...