Rate Management Coordinator


$17.00 to $19.30 per hour


St. Petersburg, FL

Date Posted:

May 10, 2019

Employment Type:


Job Reference:


Staffing Area:

Temporary Accounting & Finance

Accountemps is seeking a Rate Management Coordinator for a client in Saint Petersburg, FL. Candidate will be responsible for the Entering and Maintenance of Advisor Rate Management Reporting intended for Daily processing of Workflow Functions to ensure compliance with all applicable Network regulations. Using sharp investigative skills, our candidate will review various mediums, including, but not limited to: ORC - Online Registration Center, Sales Force License Registration, SABOS/AS400, CAESAR, Back office Operating Systems.

This position will have specific interactions according to the work-flow requirements where our candidate will develop and maintain relationships with the financial advisors within SPF, RAA, FSC, and WFS. There will be special projects that can include, but are not limited to: participation in New Acquisitions, Annual Pricing updates regarding Group rate changes, System and Product conversions, Internal and External Audit preparation.

? Maintain payout percentages for Advisors
? Process payout percentage changes and Update payout percentages for new reps
? Serve as a subject matter expert to advisors on matters pertaining to rate management. Assist internal business partners to understand and comply with rate management rules and regulations.
? Interact with management and other supervisory/compensation/Business Development/ Licensing and Registration personnel on escalated issues to ensure rate management is compliant within industry best practices.
? Maintain effective working relationships with areas across the organization as well as with OSJ/ME/MFA and Advisors. Maintain quality customer relations with emphasis on service, quality and support of business objectives.
? Work independently to ensure department deadlines are met and service levels are maintained.
? Conduct due diligence on daily request for proposed rate management for Advisors
? All other duties as assigned

Education Requirements:
? Bachelor?s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:
? 3 years related experience
? Basic understanding of FINRA and SEC rules regarding advertising and sales literature in order to effectively review communications concerning securities and investment advisory services.
? Strong understanding of financial products (variable products, mutual funds, alternative investments, etc.) and mainstream investment strategies used by financial advisors.
? Ability to effectively handle and prioritize multiple tasks in a fast-paced environment to meet defined deadlines
? Excellent analytical and problem-solving skills
? Prefer candidates that are currently or have been previously employed at an independent broker-dealer.
? Ability to work in a time-sensitive environment and provide client support during extended hours and occasionally on weekends, as needed.
? Excellent written and oral communication skills, including the ability to diplomatically find solutions to assist advisors with their marketing efforts.
? Candidate must be fluent in Microsoft Office.

If you are interested in this opportunity please email your resume to [email protected] then call our office at 727-576-7717!
Analysis, MS Excel
Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

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150 Second Avenue North
Suite 1120
St. Petersburg, FL 33701
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