Trading Platform Support Specialist - Waterfall, South Africa - PSG Konsult Ltd.

Thabo Mthembu

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Thabo Mthembu

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Description

Designation:

Trading Platform Support Specialist


Category:

Securities


Job Level:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents


Posted by:

PSG Konsult


Posted on:

18 Jan 2023


Reference Number:

PSG-WEALTH-VAC0034


Closing date:

18 Feb 2023


Position Type:

Permanent


Location:

Waterfall Magwa Cres


Overview:


VACANCY | TRADING PLATFORM SUPPORT SPECIALIST | WATERFALL, JOHANNESBURG | PERMANENT

Responsibilities:


  • Key focus is to support PSG's adviser offices on the Securities platforms namely, Iress trading platform; PWM; PSG Online and myPractice
  • Actively involved in rolling out new target operating model initiatives on myPractice and PSG Online
  • Timely Change Advisory Board submissions
  • Actively involved in drafting test packs and assisting with testing of TOM and Iress version releases
  • Stakeholder engagement with platform providers
  • Assist with bulk remodelling for Multi Management Portfolios
  • Setting up advisers on trading and portfolio management platforms
  • Provide Client Services with PSG Online training
  • Compile training material and identify training gaps
  • Promote portfolio modelling
  • Promote PSG Wealth house view portfolios
  • Ability to work independently
  • Ability to trouble shoot problems and suggest scalable solutions

Minimum requirements:


  • A Bachelor ́s Degree or NQF Level 6 Qualification highly preferable
  • A minimum 5 years experience within the trading environment.
  • In depth knowledge of all Securities related products
  • Understanding of portfolio management and modelling
  • Passed relevant trading exams (Advantageous)
  • Passed experience on IRESS products (Advantageous)

Skills/ Competencies:


  • System knowledge
  • Policy knowledge
  • Strong sense of accountability
  • Liaison and negotiation skills
  • Accuracy
  • Passion
  • Time management
  • Analytical thinker
  • Resilience
  • Problem solver
  • High organizational skills

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