Commission and Investment Support Analyst

4 days left

Employer
Alera Group
Location
Chicago, Illinois
Salary
Not Specified
Posted
May 09, 2022
Closes
Jul 08, 2022
Ref
2736#GIJ-Alera.2
Job Type
Not Specified
Career Level
Not Specified
Overview

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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.

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