Compensation Analyst

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Gather variable compensation requirements and process semi-monthly compensation cycles for financial advisors • Analyze and update critical pre-processing Salesforce dashboard reports • Conduct pay period compensation review by payee • Maintain and update the compensation system, ensuring all new user financial agreements are accurately entered • Review, code, design, and test system configurations for accurate variable compensation calculations • Develop enhanced reporting, archival processes, and preprocessing dashboards • Assist in variable compensated advisor review and setup • Assist in diligence review and integration planning related to contracts, solicitor agreements, and employment agreements • Attend integration meetings and communicate relevant details across accounting teams • Coordinate with internal teams to help advisors plan for team compensation changes • Communicate directly with financial advisors to resolve compensation questions • Analyze compensation issues and recommend process or system designs • Assist teams with compensation-related inquiries and coordinate follow-up actions

🎯 Requirements

• Bachelor's degree or equivalent experience in accounting, business, or a related field • Minimum of 2 years of business experience; experience in accounting, audit, or compensation processing preferred • Proficiency in Microsoft Office Suite • AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks • Ability to craft effective prompts and evaluate AI-generated content for accuracy and appropriateness • Ability to integrate AI tools to enhance productivity while maintaining quality standards • Comfort with learning new AI applications and understanding their appropriate use cases and limitations • Continued learning and adaptation to new AI tools and methodologies • Strong interpersonal and communication skills across all organizational levels • Experience communicating sensitive information • Superior attention to detail and problem-solving skills • Strong time management and organizational abilities • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability • Workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave • Paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)