Financial Services Representative

Description:

Job Responsibilities:

• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current Advisors

• Support complex compensation issues including but not limited to: corrections and institutional payout requirements

• Work with multiple teams including but not limited to: Registration, Service, QA, Transitions, Business Consulting and Commissions Service

• Assists in various initiatives which may involve new office onboarding and migration efforts and other needs as they arise

• Additional tasks to match changing business needs

What we do is ensure financial advisors are paid out on time and accurately. “The money team”. We do a lot of heavy research related to advisor’s financials/payments and maintain a great relationship with our sponsors.

Additional Skills & Qualifications:

Required Qualifications:

• 2-3 years Financial Industry Experience

• Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel

• Ability to meet strict deadlines with minimal supervision in a fast-paced environment

• Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management

• Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships

• Exercises judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation for obtaining results

• Ability to manage multiple assignments

• Attention to detail, ability to analyze information and strong reporting skills

• Excellent problem-solving skills that affect daily operational matters

• Thorough documentation skills and ability to document new processes

• Must be self-motivated and effectively cope with changing environments

Preferred Qualifications:

• Bachelor’s Degree preferred

• Experience in Commissions Processing preferred

• Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional, Oracle, Documentum, and Siebel

About TEKsystems:

Were partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. Thats the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.