Commissions and Fee Associate

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 563-359-3995 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!

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.