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Pretoria: Financial Services – Operations

Pretoria: Financial Services – Operations

Location
Tshwane

Job Type
Accounting / Finance

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 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. 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. Strong 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). Attributes Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality. Client centric mindset Mature and positive attitude Self-starter and self-motivated Team player Professionalism Integrity Highly proactive Confident
View Job  Durban: Finance Officer/ Auditor

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