Commission Associate

Firm Summary: Independent Broker-Dealer firm based in Buckhead, GA.  They offer Advisors Broker Dealer, services that includes providing a suite of Technology services and Support to over 200+ Financial Advisors.  Financial advisors use their broker-dealer platforms to manage their book of client assets, accounts.

Firm Accolades:  Financial Planning has ranks this firm among the nation’s top IBDs, and Investment News, named them as one of the fastest-growing IBD's in the country.  They are fast growing and have doubled in size over the past year. Great culture of people working and growing together to support their Financial Advisors. Opportunity to move up in the ranks quickly as firm expands in size and operations.  

Position Summary: The Client, an independent broker-dealer is looking for a detail-oriented, problem solver to join our Commissions and Billing department in Atlanta. In this role, you will be responsible for assisting with commission inputs as needed along with assisting in streamlining the overall commissions process.  Prior experience working with Sycamore is a plus.

Responsibilities:
● Receive and log checks and ACH payments for commission business
● Input broker-dealer commissions into Sycamore
● Enter payout adjustments into Sycamore
● Prepare commission payouts bi-monthly
● Communicate/problem-solve with reps regs regarding commission issues
● Special projects related to commissions

Billing Specialist: Utilize Black Diamond for fee schedule 

Benefits: Year End Discretionary Bonus, 401(k), Health insurance, Paid time off