Operations Administrator

About the position

Commission Management:

• Collaboration with the Finance and MIS reporting teams
• Maintenance of the employee database on the commission system
• Monitor and reconcile the daily bank statement relating to commission/fee deposits received
• Receive and process individual product provider commission statements relative to the daily bank deposits received
• Create and process manual commission payments (i.e. referral business or direct payments from client's for professional services)
• Query management - with product providers on queries (including both commission file layout queries or individual commission-related queries on behalf of Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc.
• Request and submit invoices and month-end statements to third parties where necessary

Qualifications and Experience

• Post Grade 12 / tertiary qualification in a related field advantageous
• 2-3 year of experience in an Operations and Client Services (or similar pressurized) environment or,
• 2-3 year of experience in dealing with commission/fee processes and payments as well as exposure to financial processes (invoicing and payments).

Desired Skills:

• commission administration
• fee processing
• financial services

Desired Work Experience:

• 1 to 2 years