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Advisor Compensation Analyst

Company: Resources Investment Advisors, Inc.
Location: Kansas City
Posted on: July 15, 2019

Job Description:

Resources is looking for an Advisor Compensation Analyst to join our team. The analyst will be working with the VP of Finance to audit and deliver advisor compensation in a timely and accurate manner. The ideal candidate should be driven, as well as have a keen problem-solving ability and willingness to undertake any task.A successful candidate will:Is responsible for the accurate and timely calculations of advisor compensation, including detailed comparisons to previous payouts for accuracy and review of any unusual swings in activity.Processes twice monthly advisor compensation payments, provides payroll amounts to Accounting and releases statements to advisors.Works closely with the VP of Finance to understand new advisor agreements and accurately establishes advisor rep codes and payouts within the commission engine.Provides prompt and accurate customer service, including resolution of advisor compensation issues and questions by telephone or email through gathering, researching and analyzing information.Completes quality assurance projects including workflow and procedure redesign, system testing, implementation of commission engine development projects as assigned, which serve to enhance customer value.Assists in the reconciliation of advisor compensation-related general ledger accounts and the balancing of all advisor compensation-related interface activity. Serves as a backup for critical functions of the other desks in the Accounting Department.Selection Criteria:Bachelor's degree in Accounting or Finance.5+ years work experience in a related field.Excellent Excel skills.Strong analytical skills and high attention to detail.Proven experience managing multiple priorities within a fast-paced environment.Proven examples of self-motivation and experience working under limited supervision.Demonstrates initiative and a strong sense of urgency. Proven sense of importance to respond timely and accurately to inquiries from both internal and external customers.ples of handling difficult situations while maintaining productive working relationships.Successful relationship builder with a take charge commitment to getting the job done.Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.Demonstrated experience successfully handling confidential information.Prior experience working with advisor compensation or commissions is a plus.

Keywords: Resources Investment Advisors, Inc., Kansas City , Advisor Compensation Analyst, Professions , Kansas City, Kansas

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