Job 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
- Bachelor’s 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.
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Prepare and review process documentation, trackers, and reporting templates to improve reporting transparency and continuity.
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Take increasing ownership of regular reporting cycles and work towards independently managing reporting deliverables.
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Collaborate with advisor support, finance, GMS, and compliance teams to ensure alignment of reporting outputs with business and regulatory requirements.
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Assist in process reviews and participate in enhancement projects relating to data and reporting systems.
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Ensure advisor commission splits are correctly captured and maintained in alignment with signed agreements.
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Assist in verifying client and advisor information related to bookbuy valuations, onboarding, and commission contracts.
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Partner with the technical reporting/data analyst to articulate reporting needs and ensure correct business logic is applied in Power BI dashboards.
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Provide pre-validation of templates and reports used for decision-making (e.g., client list imports, bookbuy templates).
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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.
- Process Discipline: Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
- Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
- Awareness of compliance and regulatory considerations in reporting.
- Advantageous: Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.
Skills:
- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
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