New
Commissions Research Analyst (Hybrid)
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![]() United States, California, San Diego | |
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*Hybrid in San Diego, CA! 6 month contract!*
*Summary* This individual will be responsible for converting downloaded commission files and tables into Excel spreadsheets. They will review and analyze incoming commission cases through Salesforce and research/follow up on each case to resolve the issue. They will also be responsible for identifying problems and issues of varying complexities that can potentially affect the commissions payout. *Description* * Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs. * Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors. * High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions. * Is resourceful, works independently with minimal instruction and is reliable. * Ability to analyze and identify root cause of issues and recommend efficiencies. * Works on complex projects, using analytical skills to provide high level of detail. * Team player works as a productive member, positive contributor to team. * Training of commission statements/client analytics for new advisors, as requested * Answer customer calls and resolving issue using multiple resources. *What you need to have: (Requirements)* * 1- 3 years prior experience in a Financial Institution preferred * 1 years of Financial or Accounting industry experience * Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience) * Problem-solving/troubleshooting skills * Strong organizational, verbal and written communication skills * Team player who possesses great initiative and excellent judgment * Self-starting individual who is able to work under minimal supervision * Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously *Pay and Benefits* The pay range for this position is $25.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a hybrid position in San Diego,CA. *Application Deadline* This position is anticipated to close on Jun 28, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. |