Financial Data Assistant – Pinnacle Financial Services

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The physical address for this role is: 65 W. Street Rd Ste A101 Warminster PA 18974

Job Description

Role and Responsibilities

• Assist in processing and verifying agent commission payments.
• Ensure commission data is accurately entered and maintained in financial systems.
• Reconcile commission discrepancies and work with internal teams to resolve issues.
• Generate reports related to commission payments and financial records.
• Support accounting staff with data entry, record-keeping, and other financial tasks.
• Maintain compliance with company policies and regulatory requirements related to financial transactions.
• Assist with other administrative tasks as needed to support the Accounting Department.

Qualifications and Education Requirements

Education: Associate’s or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred (or equivalent work experience).

Experience: Prior experience in accounting, finance, data entry, or commission processing is a plus.

Preferred Skills

Technical Skills:

• Proficiency in Microsoft Excel and financial systems.
• Experience with accounting software or commission processing tools preferred.

Soft Skills:

• Strong attention to detail and accuracy.
• Ability to work independently and within a team.
• Strong problem-solving and analytical skills.
• Excellent organizational and time management abilities.
• Effective written and verbal communication skills.

Additional Notes

This role will be responsible for assisting with the processing, reconciliation, and reporting of agent commissions. The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to work efficiently in a fast-paced environment.

The physical address for this role is: 65 W. Street Rd Ste A101 Warminster PA 18974