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Commissions Accountant, Highland Capital Brokerage

Advisor Group Birmingham, AL
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Highland Capital Brokerage Finance Opportunity

Commissions Accountant, Highland Capital Brokerage


 

Location(s):     Birmingham, AL / Remote

                 

Role Type:        Full time

Summary:

This is an entry level role for an individual desiring for a career path in Finance & Accounting. The primary duties of this position consist of ensuring timely and accurate receipt and deposit of commission payments and supporting documentation.  The position requires a candidate that can effectively interact with Management, HCB Brokerage firms, LTS member firms, individual brokers and Carriers.  The candidate must be professional, detail oriented, team oriented, analytically minded, articulate, proactive, and very sensitive to deadlines.

Responsibilities:

  • Responsible for deposit and allocation of all commission payments for the HCB firms.
  • Responsible for processing live checks and EFTs based on supporting documentation.
  • Responsible to review the work of peers related to deposit creation and allocation and to meet review deadlines.
  • Responsible for weekly, monthly and quarterly analysis and research on commissions expected and received.
  • Required to perform some level of data entry which serves as the basis for revenue recognition and calculation.
  • Creates and maintains relationships with the Manager and staff of the applicable firm(s).
  • Serves as liaison between HCB firms, Institutional brokers, independent brokers and Insurance carriers.
  • Possess strong work ethic (i.e. Takes ownership of work, displays prompt follow-up skills, professional attitude) and a sense of urgency when completing daily tasks.

Education Requirements:

  • H.S. Diploma or equivalent (GED) Required
  • Bachelor's degree preferred but not required.

Basic Requirements:

  • Entry level position in accounting & finance
  • At least three years of professional experience. 
  • Candidate must be proficient in Excel and a quick learner on new computer programs.


Date Posted June 17, 2022
Date Closes July 17, 2022
Requisition R0002650
Address 3535 Grandview Pkwy #600
Located In Birmingham, AL
Work At Birmingham
SOC Category 00-0000.00
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