Financial Services - Operations

Recruiter:

HR Genie

Job Ref:

F5225 EFS COM

Date posted:

Friday, September 12, 2025

Location:

Pretoria, South Africa

Salary:

R31k - 32,8k per month

SUMMARY:
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies

POSITION INFO:

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.

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

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