Sr Commissions Analyst
Sr Commissions Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About Gladstone Wealth Partners
Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management. As one of the fastest growing hybrid RIAs in the wealth management industry Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients run their businesses more profitably grow faster and enhance their enterprise value. Gladstone is based in Boca Raton Florida and hosts most operations functions in Bedminster NJ; and is a proud member of the Integrity Family of Companies.
Primary Responsibilities:
Supports Financial Consultants via phone and shared commissions inbox
Generate setups for correct ID payout structures. Provide the calculated payout setups to the broker/dealer for onboarding individuals associated with Gladstone
Review submitted setups against commission statements to ensure proper setup and processing
Reconcile and update databases with monthly LPL Registrations file
Assist with pre and postonboarding phone calls with Financial Consultants and Program executives.
Review semimonthly commission runs for charged expenses as needed
Submit General Adjustments for expense corrections override corrections etc.
Serve as escalation point for issues with LPL commissions & Representatives
Maintain the company Database for master tables
Create assigned monthly management reports
Development and preparation of reporting for tracking recruitment goals for review
Create ad hoc reports as needed around commission received and paid
Assist other departments with commissionsrelated questions / issues when necessary.
Primary Skills & Requirements(Minimum of 8 years of experience demonstrating the following):
Strong communication and interpersonal skills both written and verbal. Able to effectively present to and communicate with management and other team members.
Superior customer service and attention to detail.
Proactive dependable hardworking and flexible.
Demonstrate commitment to accuracy and quality while meeting goals or deadlines.
Ability to prioritize workload and perform multiple tasks.
Selfdirected and able to work within a team to expedite completion of critical projects with other functional groups.
Ability to work well in a fastpaced deadlinedriven setting.
Strong administrative organizational and project management skills.
Ability to negotiate with clients and partners while maintaining positive relationships.
Excellent document interpretation and analytical skills.
Maintain the highest level of professionalism and confidentiality.
The ability to problem solve commission related issues and work with the appropriate departments and personnel to solve
Microsoft Office (Access and Excel) required LPL Clientworks experience strongly preferred
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Senior IC
Employment Type
Full-Time
