Commissions Associate

Position: Commissions Associate
Reports to: Manager, Commissions
Department: Commissions
Position Type: In-Office
Classification: Full-Time
Available Location(s):
- 475 Springfield Ave, Summit, NJ 07901
- 11512 El Camino Real #200, San Diego, CA 92130
- 75 W. Towne Ridge Parkway, Suite 210, Sandy, UT 84070

Summary

We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate. This role will support the organization in processing compensation data, reconciling financial reports and resolving inquiries.

Primary Responsibilities:

• Prepare and process daily commission data, including statements and payout cycles, using standard templates or third-party systems.
• Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries.
• Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts.
• Review, upload and enter commission data into Salesforce and maintain accurate, trackable records of commissions and supporting data.
• Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner.
• Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation.
• Support audit readiness by preparing and organizing documentation for third-party financial audits.

Qualifications:

• 3+ years experience in finance, insurance, accounting or business is required.
• Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar)
• Strong math skills and analytical thinking skills.
• Industry Knowledge - brings relevant background in finance, insurance, or accounting to support role effectiveness.
• Detail orientated and comfortable working with large data sets in excel.
• Strong computer skills: Excel (formulas, pivot tables).
• Willingness to work extended hours during peak processing periods.

Core Competencies:

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.
• Numerical Proficiency: Comfortable working with numbers and performing financial calculations
• Customer Service: Provides excellent service and support with a positive, solution-oriented approach

Essential Job Functions:

• Maintain a stationary position (sitting or standing) for extended periods.
• Communicate and exchange accurate information clearly with peers, leadership, and external partners.
• Collaborate closely with colleagues and external parties to achieve project goals.
• Operate computers and standard office equipment on a constant basis.
• Perform repetitive motions involving wrists, hands, and fingers.
• Assist clients and colleagues via telephone, email, and in-person.
• Observe and analyze details at close range.
• Interpret data and present findings in group settings.

Compensation & Benefits:

Compensation (based on experience)

• Annual Base Salary: $55,000-$65,000 annually
• Annual Performance Bonus Target: 5%

Benefits

• Employee Benefits (Medical, Dental, Vision, Life Insurance, other)
• 401k with Employer Match
• Paid Time Off
• Paid Parking, if applicable

*This role is an in-office position