Financial Services - Operations

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