Job Description
About the Role
A well-established financial institution is seeking a highly skilled Commission and Data Reporting Officer to join their team. The successful candidate will be responsible for ensuring the accurate collection, reconciliation, and validation of commission and AUA data across internal systems and provider platforms.
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.
Requirements
- National Education: Senior Certificate (Matric) required
- Bachelor’s degree in finance, Financial Management, Economics, Business Administration, or a related field
Qualifications
- Formal education/certifications not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Gauteng
The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.
When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.
Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.
The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.
Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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