Job Description

The Role

Due to an internal promotion, we have an opportunity available on our Client Experience team. You will be the first point of contact for financial advisers and wealth managers using our Spectrum platform. In the role, you'll handle a diverse range of queries balancing phone calls, live chats and email tickets within agreed SLAs.

Support involves:

• Assisting with portfolio administration - resolving portfolio visibility issues, user maintenance, and opening/closing portfolios
• Guiding clients through withdrawals, contributions/deposits, transferring assets in (CBO/NCBO), and nominating bank accounts
• Supporting trade placement and settlement progress tracking, including more complex cases such as external broker trades where Praemium doesn't hold power of attorney
• Guiding clients through the steps involved in purchasing wholesale products
• Generating client reports/statements and assisting clients with how to do so
• Investigating reporting variances e.g. differences between adviser-calculated returns and platform-calculated returns (Time Weighted Return vs Return on Average Value), incorrect pricing, or dividends not received within the report period

Culture & Benefits

• Split your time between home and the office in a way that works for you (home 3 days, office minimum 2 days). Until you are up and running in the role, you are expected to be in the office more days to receive training
• Competitive salary and annual bonus opportunity
• Permanent role
• Comprehensive leave benefits including paid parental leave, purchased leave, volunteer leave and study leave
• Professional development opportunities, stretch opportunities and annual development plans
• Access to self-paced online training courses covering a range of professional and development topics
• Great office location on 367 Collins Street
• Monthly social events, team lunches and annual celebrations
• Access to health & wellbeing programs, flu shots and EAP
• Employee recognition programs (peer awards, monthly and annual recognition)
• Bookclub, footie tipping, and lots of ways to engage with the wider team

Ideal for Someone Who

• Holds an RG146 or has a strong wealth management background
• Understands investment concepts including trading activity, asset allocation, corporate actions and tax considerations
• Is tech-savvy: comfortable navigating complex financial systems
• Enjoys engaging with clients, troubleshooting and providing guidance
• Has a minimum of 2 years' experience in platforms, investments, super or in a financial advice practice
• Has previous Praemium platform experience (highly desirable) and is interested in this side of financial services
• Experience with Dividend Reinvestment Plans, datafeeds, and performance/tax reporting is valued

Who We Are

We provide wealth management solutions, assisting financial advisers deliver exceptional outcomes for high-net-worth clients.