Investment Administrator - SMA (Payments & Transfers)

Praemium; Melbourne; Hybrid; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible hybrid work environment

Competitive salary with performance incentives

Comprehensive leave benefits

Professional development opportunities

Friendly team culture

Job summary

A financial services firm in Melbourne is looking for an Investment Administrator - SMA to manage client accounts and process payments efficiently. The role requires at least 2 years in funds management, strong Excel skills, and attention to detail. The firm offers a hybrid work environment, competitive salary, and professional development opportunities.

Qualifications

• Minimum 2 years’ experience in funds management, platforms, or custody environments.
• Understanding of custody and superannuation operations.
• Experience with client onboarding and account maintenance.

Responsibilities

• Process daily payments and contributions including direct debits and pension payments.
• Manage in-specie asset transfers and liaise with custodians.
• Monitor and resolve items in the Zendesk ticketing system.

Skills

Strong skills in MS Office (especially Excel)

Clear and professional communication skills

High attention to detail

Strong analytical mindset

Ability to resolve complex issues

Education

Tertiary degree in business or related field

RG146 compliance

Job description

Investment Administrator - SMA (Payments & Transfers)

Investment Administrator - SMA (Payments & Transfers)

3 days ago Be among the first 25 applicants

Direct message the job poster from Praemium

Talent Acquisition & HR (MAHRI) - Praemium

About Us

Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $63 billion in funds under administration (and growing) for leading institutions and private wealth firms, we deliver innovative technology and exceptional service to our clients.

We pride ourselves on empowering advisers to efficiently manage the wealth of people in Australia. Join us on our mission to redefine wealth platforms and help shape the future of financial services.

The Role

As an Investment Administrator - SMA (Payments & Transfers), you will be responsible for the initial and ongoing administration of SMA client accounts (super and non-super). Your focus will be on the timely and accurate processing of daily payments, contributions, withdrawals, and asset (in-specie) transfers. You will also handle client onboarding via applications, ensuring accounts are set up and maintained correctly.

This role is specialist in nature and sits at the centre of our operational processes, working closely with teams across the business and external custodians to ensure funds flow efficiently and securely.

Key Responsibilities

• Process daily payments and contributions including direct debits, credits, fees, pension payments, super contributions, and BPAY transactions.
  
• Manage in-specie asset transfers (internal and external), liaising with custodians, counterparties, and third parties to ensure smooth completion.
  
• Onboard new client accounts via applications, ensuring accuracy and compliance in all documentation.
  
• Monitor and resolve items in the Zendesk ticketing system within agreed service levels.
  
• Collaborate with custodians, counterparties, and internal teams to resolve breaks, payments, and transfer issues.
  
• Support continuous improvement by contributing ideas and participating in testing for new systems and processes.
  

Desired Qualifications, Experience and Competencies

• Tertiary degree in business or related field (desirable) or RG146 compliance.
  
• Minimum 2 years’ experience in funds management, platforms, or custody environments.
  
• Understanding of custody and superannuation operations.
  
• Strong skills in MS Office (especially Excel).
  
• High attention to detail with excellent organisational and time management skills.
  
• Strong analytical mindset with the ability to resolve complex or ambiguous issues.
  
• Clear and professional communication skills, both written and verbal.
  
• A proactive, adaptable, and cooperative approach.
  

What We Offer

• Flexible hybrid work environment - 3 days work-from-home, with anchor days Tuesdays and Friday in the office.
  
• Competitive salary with annual performance incentives.
  
• Comprehensive leave benefits, including paid parental leave and purchased leave options.
  
• Access to novated leasing and financial wellness courses.
  
• Professional development opportunities tailored to your growth.
  
• End-of-trip facilities at 367 Collins Street, Melbourne.
  
• Friendly, welcoming team culture.
  

How to Apply

Please apply with your CV and respond to the screening questions, detailing how your experience and career interests align with the key responsibilities and competencies of this role. We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates. Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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