COMMISSIONS ADMINISTRATOR

Duties & Responsibilities

Processess and Reporting: COMMISSIONS - Request monthly commission statements from all product providers (via email and telephone). Save the statements accordingly for easy accessibility. - Process timely and accurately the daily/weekly/monthly commissions for 200+ financial advisors on the internal Commsplit commission system via a manual and automatic import process. - Manage the client information Inbox daily and load all client information reports received. - Manage the outstanding client information process. Request client information from advisors and capture daily on commissions system. This is a crucial part of the position and is measured continuously. - Ensure exception reports are dealt with and allocated. Take corrective measures to ensure commission statements balance with the commission system. - Deal with any commission related enquiries from your HOD. - Manage the special payments commission loads. Advisors to inform you which product provider relates, obtain statements and load. Compile associated documentation and present. - Process all commission schedules. - Email individuals commission statements to advisors as requested. BOOKBUYS AND CLIENT TRANSFERS - Manage the new advisor book imports process according to set deadlines. - Communicate progress regularly with HOD and advisors. - Use the commission system to do and check the book-buy reconciliations (excel and manual) and obtain sign-off from HOD. REPORTING - Coordinate information for monthly Operations Report. - Generate and distribute commission schedules to financial advisors OTHER ADMINISTRATIVE SUPPORT - Provide other clerical and administrative support in the operations division as required. Formal Education Minimum: Matric with mathematics or accounting Experience: This position requires at least 2 years working experience in a commission related role. Experience in the financial services industry is an advantage. Critical Competencies Knowledge - Computers and programs - excellent knowledge of MSOffice (Word, Excel and Outlook). - Clerical – intermediate administrative and clerical procedures such as word processing, managing files and records. - Fluent in English (speak, read & write). Afrikaans will be an advantage. Skills - Tact and diplomacy to respect confidential information - Problem solving skills – routine problems need to be addressed with urgency - Attention to detail - Accuracy - Excellent numeracy skills - Highly organized and detail orientated - Be able to work in a fast-paced environment. - Ability to work independently, prioritize work and meet deadlines - Professional telephone manner and client relationship skills.

Desired Experience & Qualification

COMMISSIONS, ADMINISTRATOR, REPORTING, RECORDS, DATA, CAPTURE