Full job description
Commissions Associate
Full Time position, M-F 8:30-5pm
Purshe Kaplan Sterling Investments (PKS) is seeking a Commission Associate to help with its growing network of Registered Representatives. PKS is a fast-growing brokerage firm located in the heart of Albany, NY. The ideal candidate will have an exceptional work ethic, be detail oriented and work well under pressure. They must have excellent data entry and Microsoft Excel skills, knowledge of Salesforce a plus. Must be able to be proactive, take initiative and be able to work well within a team setting, as well as independently.
Job Description:
-Data entry into Excel and an online commission platform, ensuring accuracy and cross checking between different workbooks and programs
-Communicate with financial representatives and fund companies to attain information on commissions
-Work with other departments to ensure accurate data flow and seamless onboarding transition of financial representatives
-Provide commission web training to ensure financial representatives understand our commission cycles and commission flow
-Be able to run reports from the online commission web and export and manipulate them in excel for other departments, financial reps, and regulators
-Everyday office essential duties, i.e. Scanning in commission statements, processing mail, emailing correspondence between departments and financial representatives, answering of phone calls etc.
-Employee will be working with and preparing sensitive financial documents
-Additional tasks as assigned
Requirements:
Strong Microsoft Excel Skills
Excellent data entry skills
Strong communication skills
Be able to pass FINRA SIE and Series 99 tests
PKS offers a competitive compensation package. Salary commensurate with experience. There is room for advancement and growth within the company.
Benefit Conditions:
- Only full-time employees eligible
Work Remotely
- No
This Job Is Ideal for Someone Who Is:
- Dependable -- more reliable than spontaneous
- Detail-oriented -- would rather focus on the details of work than the bigger picture
- Deadline Driven
Job Type: Full-time
Pay: $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Customer service: 2 years (Preferred)
- Microsoft Excel: 1 year (Preferred)
Work Location: In person
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
