- Prepares financial reports
- Processes and prepares annual 1099’s for advisors
- Manages and maintains accounts receivable, accounts payable
- Compiles, processes, and distributes monthly agent charges statements
- Calculates, processes, and distributes monthly occupancy statements
- Processes and pays advisor allowances and financial planning commissions
- Manages, tracks and processes recoveries and collections from advisors
- Processes and pays financing commissions
- Compiles weekly agent status and contract validation reports
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