Job Description
Processess and Reporting:
COMMISSIONS
- Request monthly commission statements from all product providers (via email and tele). 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 ...