Platform Support Specialist Waterfall, Johannesburg, Gauteng

5 days ago

Waterfall, South Africa PSG Konsult Ltd. Full time

**Designation**:

Platform Support Specialist | Waterfall, Johannesburg, Gauteng**Category**:

Securities**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents**Posted by**:

PSG Financial Services**Posted on**:

07 Jan 2025**Reference Number**:

POS06368**Closing date**:

21-Jan-2025**Position Type**:

Permanent**Location**:

Waterfall Magwa Crescent**Overview**:
**VACANCY | PLATFORM SUPPORT SPECIALIST | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Responsibilities**:
**Platform Maintenance**:

- Upload research, stock reports and market news on PSG Online and PWM
- Whitelist maintenance for offshore shares and reporting
- Account, user and adviser maintenance in PWM and admin portal including IPS uploads, adviser mappings and entity creation

**Platform Support**:

- Testing of new / upgraded functionality and regression testing on Iress; PSG Online and myPractice
- Prepare CAB submissions for Securities Platform development/changes which comply with CAB process to ensure new releases (Iress functionality + TOM enhancements) are rolled out effectively and on time
- Provide internal training and material on Iress products, PSG Online and myPractice
- Provide training to PSG advisers on Iress products, PSG Online and myPractice
- Manage rollout and training to PSG advisers on new features on supported platforms
- Drive adoption of new features by PSG advisers and users
- Maintaining and retaining advisor client relationships
- Assist with adviser queries on Securities products and platforms
- Assist offices with platform setup to align to model office
- Assist with Securities quarterly events
- Manage communications for production incidents and escalations
- Log incidents with IT team and the associated ORR and drive to resolution

**Securities Reporting**:

- Provide insight and data to support management reporting including Wealth Leadership adviser visits and monthly metrics pack
- Prepare presentations for office engagements and internal Securities reporting
- Prepare and update metrics packs

**House View Equity Support**:

- Rebalancing of Portfolios across PSGMM Local /Offshore House View Equities
- Acting on daily instructions for Liquidations / Re-modelling / making funds available
- Multi Management administration and support
- Updating record of advice
- Preparing annual review packs advisers

**Minimum Requirements**:

- BCom finance/investments or similar
- Willing to complete Trader's exam and RPEs

**Competencies**:

- Ability to work with large data sets
- Ability to problem solve and drive resolutions
- Numerical skills
- Analytical
- Interpersonal skills
- Product and system knowledge
- Ability to work independently
- Ability to problem solve and drive resolutions

**How to apply**:

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