• Cape Town
  • Applications have closed

A great opportunity has opened up for an experienced Trade Assistant who has gained experience in a Stockbrokering environment. This role will encompass many of the administrative fucntions that pivot around the trading activities of a Stockbrokering business – the ideal candidate will need to have experience gained in a similar environment. The position is based in the Northern Suburbs of Cape Town and is reserved for a BEE candidate.

The position involves the following:

  • Preparation of investment forms & instructions
  • Load EMX trades for approval
  • Capturing of transfer instructions on ABSA Global and CMS applications for approval
  • Monitoring & clearing transactions on bank recons
  • Forward instructions to CST & ensure the execution thereof
  • Verify and update executed trades into spiPod application
  • Monitoring of updated trades against trade confirmations received
  • Investigate & Clear import exceptions
  • Monitor daily reports
  • Updating of transactions into the Portia application
  • Update applicable departmental spreadsheets
  • Reconciliations
  • Assist with month end duties (fees / invoices etc)
  • Assist with enquiries from branch and Ad Hoc projects as required

Qualification & experience
Tertiary qualification (with Finance/ Accounts) will be advantageous

  • Experience within financial services industry is essential
  • Financial Service / Stockbroking experience beneficial
  • Basic understanding of the Private Client business and the stock-broking environment

Personal qualities

  • Self-motivated, proactive, taking ownership of problems until they are resolved.
  • Mature person with the sense of responsibility to do after hours
  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-Active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Assertive

A remuneration structure is on offer which is commensurate with experience coupled with company benefits