Job Description

Our client, a leading company in the financial services industry, got two positions available.Your: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

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.

will enable you to fullfill the following duties:People:

• Regular interaction with fellow-employees, financial advisors and product providers to ensure the effective delivery of administrative requirements.

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.

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