What are the responsibilities and job description for the Compensation Data Entry Specialist position at Kestra Financial, Inc.?
SUMMARY:
As the Compensation Data Specialist, you will report to the Supervisor, Producer Compensation and will be responsible for coding and entering compensation payments for Kestra Financial Professionals.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:
· Comply with all regulatory rules, written desktop procedures and company policies.
· Communicate effectively with internal staff.
· Efficiently and correctly code compensation payments for entry.
· Efficiently and correctly enter or upload compensation payments into the compensation system.
· Other responsibilities as assigned.
· Commitment to culture requires demonstrating professionalism, accountability, customer/client focus, and teamwork.
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Regular and predictable attendance is required. Individuals should have the following skills and abilities.
· Must be able to perform duties accurately and timely
· Must demonstrate corporate mission statement and advisor first culture
· Must be proficient with Microsoft Outlook, Word, and Excel.
· Must be able to read, analyze and code compensation statements.
· Must become proficient with vendor(s) and internal programs and software within 30 days of hire including but not limited to BRACS, Salesforce and AdvisorComplete.
· Must exhibit good prioritization skills and attention to detail
· May be required to work overtime, as necessary
SUPEVISORY RESPONSIBILITIES: None
EDUCATION AND/OR EXPERIENCE:
· High School Graduate required
· College degree strongly preferred
· 1 years equivalent industry related experience strongly preferred
CERTIFICATIONS, LICENSES, REGISTRATIONS:
· None required
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· Ability to sit at a computer for long periods of time
· Standing, walking, talking, hearing, sitting, reaching, grasping
OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Type: Full-time
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Austin, TX 78735 (Required)
Ability to Relocate:
- Austin, TX 78735: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $24