Commissions Specialist

M Financial Group

(Portland, Oregon)
Full Time
Job Posting Details
About M Financial Group
M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.
Summary
This position is responsible for processing commissions for M Holdings Securities, performing cash receipts entries, and responding to internal and Member Firm commission questions and requests for commission related information.
Responsibilities
* As the Commission Specialist, you will receive, review and process commissions received from insurance companies, mutual fund companies and various other financial services product providers. * You will analyze commission reports and downloads to ensure data received is reasonable and reconcile payments received. * You will also support Member Firms and Registered Representatives by responding to questions and requests for commission related information. * In this role, you will maintain Registered Representatives payment information within the commission system and work with Member Firms to ensure that appropriate documentation is obtained, validated and consistent with supporting documentation. * You will also update the commission system as needed. * Additionally, you will develop and prepare reports and effectively summarize and communicate key information to management. * You will also seek to improve commission processing procedures, automate manual commissions data and maintain and update process documentation.
Ideal Candidate
* Bachelor’s degree in Accounting, Business, Finance or related field. * Well-developed computer skills with proficiencies in Microsoft Excel, Word and Outlook. * Experience with commission processing or background in financial services industry preferred. * Strong customer service skills. * Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organizational skills. * Effective analytical and problem solving skills. * Strong focus on process improvement and developing efficiencies. * Ability to remain flexible and work with changing processes and priorities. * Excellent written and verbal communication skills. * Ability to maintain discretion and confidentiality. * Ability to develop and maintain effective working relationships with Accounting Team members, other M Financial Group team members, M Member Firms, product providers and other external parties.

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