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COMMISSION AND DATA REPORTING OFFICER

11 days ago40 views
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General Details
Location:
Mamelodi, Pretoria / Tshwane
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:

  • National Education: Senior Certificate (Matric) required
  • Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience:

  • Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
  • Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Key Responsibilities:

  • Ensure the accurate collection, reconciliation, and validation of commission and AUA data across internal systems (e.g., Commsplit, Wealth Connect, Seed) and provider platforms.
  • Prepare and distribute standard and ad-hoc reports, with clear summaries or executive overviews to highlight key findings and trends, to internal stakeholders (Advisors, GMS, management) ensuring clarity, consistency, and timeliness.
  • Monitor and maintain CRM client, Commsplit commission and AUA data quality, proactively identifying discrepancies or gaps and initiate corrective actions with financial advisors or data providers.
  • Review data workflows and streamline reporting processes for efficiency and accuracy.

  • Prepare and review process documentation, trackers, and reporting templates to improve reporting transparency and continuity.

  • Take increasing ownership of regular reporting cycles and work towards independently managing reporting deliverables.

  • Collaborate with advisor support, finance, GMS, and compliance teams to ensure alignment of reporting outputs with business and regulatory requirements.

  • Assist in process reviews and participate in enhancement projects relating to data and reporting systems.

  • Ensure advisor commission splits are correctly captured and maintained in alignment with signed agreements.

  • Assist in verifying client and advisor information related to bookbuy valuations, onboarding, and commission contracts.

  • Partner with the technical reporting/data analyst to articulate reporting needs and ensure correct business logic is applied in Power BI dashboards.

  • Provide pre-validation of templates and reports used for decision-making (e.g., client list imports, bookbuy templates).

  • Ensure all supporting documentation is version- controlled and accessible for auditing and financial control.

Critical Competencies:

  • Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.

  • https://www.jobplacements.com/Jobs/C/COMMISSION-AND-DATA-REPORTING-OFFICER-1241903-Job-Search-11-24-2025-3-18-50-PM.asp?sid=gumtree
Id Subtitle 1342912064
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Job Placements
Selling for 10+ months
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