Platform Support Specialist | Waterfall, Johannesburg, Gauteng

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 Traders 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:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 21 January 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.