Commissions and Fee Associate

Description

Robert Half is hiring a Commissions and Fee Associate for a well-respected (and growing!) organization in the Quad Cities that supports Financial Advisors! Apply today or contact our team at ~~~ to learn more: Christin, Erin, or Paige are great points of contact on this opportunity!

Why Join This Team?

This is a newly created role due to growth! You'll join a dynamic department and help bridge key areas within the three core departments. With a focus on accounting, data entry, and reconciliation, this role offers great potential for professional development in a collaborative and supportive environment.

Key Responsibilities

Your day-to-day tasks will focus on processing and inputting financial data from various departments, ensuring accuracy and smooth operations:

• Managing tasks from a queue and cross-functional team members, this position will be inputting and processing contracts and advisory fees into the database.

• Complete data entry relating to financial transactions, commissions, and fees.

• Review and reconcile advisory fee processing within Excel and ensure all documentation is accurate.

• Set up advisor financial plans and handle billing based on the outlined contract details.

• Create and maintaining client accounts.

• Generate and reconcile financial reports for monthly close and quarterly reporting.

• Manage fee entries within AR and AP.

• This position offers a great runway of growth with the team and departments!

Why You'll Love It Here:

You'll gain exposure to multiple areas within the company's financial operations, and there's significant room for growth as our team evolves. You'll work closely with experienced professionals, providing mentorship and opportunities to advance your career.

Join this team and grow with a company that values learning, collaboration, and professional development!

Requirements

Skills & Qualifications:

We are seeking someone eager to build a career in finance, accounting, or operations. The ideal candidate will have:

• Excel skills to pull information from the database and reconcile the information.

• A background in accounting or bookkeeping (either through education or experience), with an enthusiasm for numbers and attention to detail.

• A problem-solver mindset, comfortable with troubleshooting and looking critically at systems and processes to find potential issues.

• QuickBooks experience (preferred but not required).

• A team player attitude, with a desire to learn and grow within the company.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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