Commissions Specialist

Transamerica Financial Advisor Commission ProcessingResearch, reconcile and process high volume, high dollar agent commission payments for Transamerica Financial Advisors and/or World Financial Group. Answer commission related questions from agents and providers.ResponsibilitiesSupport semi-weekly commission cycles for multiple providers in the U.S. including Puerto Rico, and Canada.Key commission activities into commission systems for non-platinum providers.Ensure payments and statement processing are accurate and on time to prevent non-compliance with regulatory authorities (i.e. FINRA, SEC, IOI, etc.) and auditors.Verify when deposits/funding are received and reconcile against compensation data.Resolve pending, on hold, and chargeback items.Respond to routine agent inquiries; escalate to higher level staff as needed.Follow administrative procedures to ensure segregation of duties in compliance with SOX.Communicate with multiple third party providers regarding compensation issues on a variety of products.Run basic queries using SQL and other systems.Research commission and balancing issues and escalate to higher level staff for resolution as needed.QualificationsBachelor's degree in accounting or business field, or equivalent experienceStrong math aptitudeResearch skills and attention to detailGood written and oral communication skillsProficiency using MS ExcelPreferred QualificationsExperience in the financial services industrySQL knowledgePosting - blackout dates- 2/19/2 through 3/19/26Working ConditionsThis is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids or Denver).Relocation assistance will not be provided for this positionCompensationThe hourly rate for this position generally ranges between $18.00 -$21.00 hourly. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.Disclaimer:Beware of fake job offers!We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:We will never request personal information such as ID or payment for equipment upfront.Official offers are sent via DocuSign following a verbal offer—not through text or email.What We OfferFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation BenefitsCompetitive PayBonus for Eligible EmployeesBenefits PackagePension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance BenefitsPaid Time Off starting at 160 hours annually for employees in their first year of service.Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).Be Well Company holistic wellness program, which includes Wellness Coaching and Reward DollarsParental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.Adoption AssistanceEmployee Assistance ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsInclusion & DiversityWe believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.Giving BackWe believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.Transamerica's Parent CompanyAegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. ?* As of December 31, 2023