Atria Wealth Solutions, Inc.
Commissions Processor / Accounting Clerk
Atria Wealth Solutions, Inc., San Diego, California, United States, 92189
Commissions Processor / Accounting Clerk
Are you ready to join one of the fastest growing broker-dealer networks in financial services? At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.We are seeking a talented Commission Analyst to join our team. This position plays a critical role in ensuring our sales representatives are compensated accurately and on time. The ideal candidate will have a strong grasp of Excel and accounting principles and will be detail-oriented.Location: Hybrid from one of our office locationsHouston, TX - 11740 Katy Freeway, Energy Tower III, Ste 600, Houston, TX 77079The anticipated annual base salary range for this position is $50,000 to $55,000. Exact compensation may vary based on skills, experience, and location.Duties & ResponsibilitiesPrepare commission calculations for sales representatives – Excel/PDF (data entry).Prepare monthly commission reports for Programs.Answer/Research commission inbox emails and phone requests.Assist with commission prep-list and commission cycle close for multiple entities.Make outbound calls to fund companies and research open items.Work closely with fund companies to be set up for electronic funding & statement reconciliation.Support accounting audits as needed to pull requested documentation.Fix errors from direct business files.Research accounts in database (Unio) and apply information into company system (Xtiva).Requirements:Equivalent combination of education and experience; Associate degree (A. A.) or equivalent from two-year college or technical school or 1+ years related experience and/or training. Commission/Accounting knowledge preferred.Intermediate to Advanced Excel and Word experience required, including pivot-tables, macros, vlookup, formulas, etc. Windows applications such as Windows Explorer, MS Word and Internet Explorer experience is required. 10-key and knowledge of SAGE/AccPac preferred.Demonstrated problem-solving and analytical skills, including analyzing data.Must be able to work well in a team environment.Must have good organizational, time management and effective communication skills.Ability to meet deadlines with multiple project deliverables and a motivated self-starter.Why work at Atria?In addition to a competitive salary, we provide a full benefits package that includes:Medical & Prescription Drug InsuranceHealth AdvocacyVision InsuranceHealth Savings AccountFlexible Spending AccountsShort-Term Disability InsuranceLong-Term Disability InsuranceLife InsurancePaid time off, Paid Holiday, Paid Birthday time offCritical Illness, Accident & Hospital Indemnity CoverageIdentity TheftEmployee Assistance ProgramPet InsuranceLegal PlansVirtual TherapyVirtual Mental WellCareLong-Term CareRetirement 401(k) Savings Plan with matchingAt Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.It’s time for the next step in your career. Apply now
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Are you ready to join one of the fastest growing broker-dealer networks in financial services? At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.We are seeking a talented Commission Analyst to join our team. This position plays a critical role in ensuring our sales representatives are compensated accurately and on time. The ideal candidate will have a strong grasp of Excel and accounting principles and will be detail-oriented.Location: Hybrid from one of our office locationsHouston, TX - 11740 Katy Freeway, Energy Tower III, Ste 600, Houston, TX 77079The anticipated annual base salary range for this position is $50,000 to $55,000. Exact compensation may vary based on skills, experience, and location.Duties & ResponsibilitiesPrepare commission calculations for sales representatives – Excel/PDF (data entry).Prepare monthly commission reports for Programs.Answer/Research commission inbox emails and phone requests.Assist with commission prep-list and commission cycle close for multiple entities.Make outbound calls to fund companies and research open items.Work closely with fund companies to be set up for electronic funding & statement reconciliation.Support accounting audits as needed to pull requested documentation.Fix errors from direct business files.Research accounts in database (Unio) and apply information into company system (Xtiva).Requirements:Equivalent combination of education and experience; Associate degree (A. A.) or equivalent from two-year college or technical school or 1+ years related experience and/or training. Commission/Accounting knowledge preferred.Intermediate to Advanced Excel and Word experience required, including pivot-tables, macros, vlookup, formulas, etc. Windows applications such as Windows Explorer, MS Word and Internet Explorer experience is required. 10-key and knowledge of SAGE/AccPac preferred.Demonstrated problem-solving and analytical skills, including analyzing data.Must be able to work well in a team environment.Must have good organizational, time management and effective communication skills.Ability to meet deadlines with multiple project deliverables and a motivated self-starter.Why work at Atria?In addition to a competitive salary, we provide a full benefits package that includes:Medical & Prescription Drug InsuranceHealth AdvocacyVision InsuranceHealth Savings AccountFlexible Spending AccountsShort-Term Disability InsuranceLong-Term Disability InsuranceLife InsurancePaid time off, Paid Holiday, Paid Birthday time offCritical Illness, Accident & Hospital Indemnity CoverageIdentity TheftEmployee Assistance ProgramPet InsuranceLegal PlansVirtual TherapyVirtual Mental WellCareLong-Term CareRetirement 401(k) Savings Plan with matchingAt Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.It’s time for the next step in your career. Apply now
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