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Operations Processor II

Company: Advisor Group
Location: Atlanta
Posted on: June 25, 2022

Job Description:

Brokerage Operations Processing Opportunity in Financial Services Operations Processor - Commissions Location(s): Atlanta, GA (Remote) Role Type: Full time Summary: The Commissions Processor compiles, processes, and maintains records of business transactions and office activities within the commissions department at a superior level. Our Commissions Processors are part of a team responsible for the accurate, timely and efficient processing of routine and complex transactions, supporting the activities associated within Brokerage Operations. Responsibilities: Prepare, input, maintain and track commission batches from sponsor companies, and representatives alike, by coding with rep information, product information on the commission statement Receive and process checks from representatives, as it relates to Debit Balances. Prepares and make check deposits updating check inquiry file (Control File). Setup and maintain direct deposit information for representatives. Communicate with sponsors on discrepancies of statements and payments received Formats excel spreadsheets for upload into commission system for processing to reps. Operates computer to input and retrieve data. Process and edit NSCC and PGS batches on the Commission Legacy System to release commission batches into the Weekly Commission Cycle Opens and routes incoming mail, answers correspondence, and prepares outgoing mail. Perform Quality Assurance on colleagues work to ensure accuracy of information that is entered into the commissions systems as batches are processed. Prepare processed batches each week for imaging into the Docupace System. All other duties as assigned Education Requirements: M inimum of high school diploma or equivalent is required. ------ Basic Requirements: At least 2 years' experience processing Broker Dealer back-office commissions Must be proficient in the following: Microsoft Excel, Word, Outlook, and Internet Explorer. Must acquire and retain knowledge of securities industry rules and best practices regarding Commission Processing and have strong organizational and time management skills. Must be team-oriented and client-focused.

Keywords: Advisor Group, Atlanta , Operations Processor II, Other , Atlanta, Georgia

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