Commission & Payroll Reconciliation Specialist
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Job Description
Commission & Payroll Reconciliation Specialist at San Blas Securities processing payroll and reconciling financial records. Role has growth potential into Executive or “C” Level position.
Responsibilities:
- Review accounting records and banking documentation
- Identify and investigate discrepancies
- Reconcile accounts to ensure accuracy
- Process payrolls, including regular, special, and supplemental payrolls
- Review and maintain payroll tax reports
- Reconcile advisor charges
- Implement and monitor compliance with federal and state laws
- Maintain payroll and deduction information
Requirements:
- Associate or bachelor's degree in accounting, finance, business, or a related field
- Financial Services Industry Experience is helpful
- Proficiency in Excel and Office Programs
- Ability to quickly learn firms system (Maestro, by Artisan Software)
- Good "bed side manner" with advisors, vendor and brokers
- Accounting experience
Benefits:
- Medical and dental
- Room for growth
- Flexible schedule if needed
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