Sr. Commissions Analyst

Strong communication and interpersonal skills, both written and verbal. Able to effectively present to and communicate with management and other team members.
Superior customer service and attention to detail.
Proactive, dependable, hardworking and flexible.
Demonstrate commitment to accuracy and quality while meeting goals or deadlines.
Ability to prioritize workload and perform multiple tasks.
Self-directed and able to work within a team to expedite completion of critical projects with other functional groups.
Ability to work well in a fast-paced, deadline-driven setting.
Strong administrative, organizational and project management skills.
Ability to negotiate with clients and partners while maintaining positive relationships.
Excellent document interpretation and analytical skills.
Maintain the highest level of professionalism and confidentiality.
The ability to problem solve commission related issues and work with the appropriate departments and personnel to solve.
Microsoft Office (Access and Excel) required, LPL Clientworks experience strongly preferred.

Supports Financial Consultants via phone and shared commissions inbox
Generate set-ups for correct ID payout structures. Provide the calculated payout set-ups to the broker/dealer for onboarding individuals associated with Gladstone
Review submitted set-ups against commission statements to ensure proper set-up and processing
Reconcile and update databases with monthly LPL Registrations file
Assist with pre and post-onboarding phone calls with Financial Consultants and Program executives.
Review semi-monthly commission runs for charged expenses, as needed
Submit General Adjustments for expense corrections, override corrections, etc.
Serve as escalation point for issues with LPL commissions & Representatives
Maintain the company Database for master tables
Create assigned monthly management reports
Development and preparation of reporting for tracking recruitment goals for review
Create ad hoc reports as needed, around commission received and paid
Assist other departments with commissions-related questions / issues when necessary.