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Commission and Investment Support Analyst (Flexible Hybrid Schedule Available)

Company: Alera Group
Location: Addison
Posted on: November 25, 2022

Job Description:

GCG, an Alera Group Company is seeking -a highly motivated -Commission and Investment Support Analyst to join their Wealth Services team. - -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? - -If that is what you are looking for, this is your chance to be part of an amazing organization!Since 1975, GCG Financial, LLC, has been a trusted partner for our clients. - Our mission is to enhance the financial security of the businesses and families we serve, through exceptional employee benefits, risk management and wealth management solutions. - We believe in empowering people - our clients, our team, and the individuals in the communities where we live and work . - As a -Commission and Investment Support Analyst, - you will be part of a growing team dedicated to supporting the Financial Professionals of GCG. - Your primary responsibility will be to provide administrative support and research relating to commission and compensation matters with the opportunity to branch out into additional Investment and Insurance Support activities.Responsibilities - - Troubleshoot and research compensation inquiries for Financial Advisors - - Facilitate updates and changes in Xtiva (Sales Performance and Incentive Compensation Tool) such as building new compensation splits and updating advisor payout percentages - - Document management activities including retrieval and processing of 401(k) and Insurance statements as well as uploading documentation to our archive database - - Participate in payroll closure and reporting - - Monitor incoming mail for compensation checks and process accordingly - - Processing of checks and invoices for Financial Planning clients - - Pull ACH bank transactions - - Contribute to additional Investment and Insurance Support activities as needed Qualifications - - Undergraduate college degree - - Minimum 3 years of work experience in a professional office environment (Insurance and Investment Services preferred) with data entry responsibilities and efficient execution of administrative tasks Additional Qualifications - - Ability to work independently and effectively manage a variety of daily tasks - - Proficient computer and Microsoft Office skills (Word, Excel) - - Self-driven yet collaborative worker who is service and teamwork oriented - - Excellent communication skills and ability to interact with advisors - - Strong attention to detail and ability to manage deadlines - - Intermediate knowledge of investment and insurance products a plus Equal Opportunity Employment We're an - equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the - California Consumer Privacy Act -prior to applying.#pandoIQPandoLogic. Keywords: Investment Analyst, Location: Addison, IL - 60101

Keywords: Alera Group, Naperville , Commission and Investment Support Analyst (Flexible Hybrid Schedule Available), Professions , Addison, Illinois

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