COMMISSION AND DATA REPORTING OFFICER, Pretoria

A well established financial institution is seeking to hire a

Commission and Data Reporting Officer .

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).

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