Our clients reserves the right not to make an appointment. In considering candidates for appointment into advertised posts, preference will be accorded to persons from a designated group in accordance with the approved Employment Equity Plan.

COMMISSION AND DATA REPORTING OFFICER (F5225b EFS COM)

Overview

Reference
F5225b EFS COM

Salary
ZAR31,000 - ZAR32,800/month

Job Location
- South Africa -- Tshwane Metro -- Pretoria

Job Type
Permanent

Posted
28 October 2025

Closing date
06 Nov 2025 10:12


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.

  • 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.
  • 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).

 


Contact information

Pieter