Investment Administrator, Transfers and Payments

Praemium; Melbourne; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Annual salary review

Annual bonus opportunity

Hybrid working model

Flexible leave options

Office on Collins Street

Monthly social events

Job summary

Praemium in Melbourne is seeking an Investment Administrator to support transfers and payments across managed accounts and superannuation products. You will ensure transactions are completed accurately and deliver a great experience for advisers and clients.

In a fast-paced team, you’ll gain exposure to in specie transfers, asset transfers and contributions and withdrawals, while meeting strict daily deadlines with an afternoon payment cut-off.

Qualifications

• Experience in investment operations, exposure to in specie transfers.
• Ability to work in high-volume environment with strict daily deadlines.
• Detail-oriented with focus on accurate payments and transfers.

Responsibilities

• Support movement of client funds and assets across managed accounts and superannuation products.
• Handle enquiries via Zendesk and see each through to resolution.
• Assist with processing of transfers, contributions, withdrawals and benefit payments.

Job description

Investment Administrator, Transfers and Payments

This is an excellent opportunity to further your career within investment operations, with exposure to both managed accounts and superannuation products.

You will support the movement of client funds and assets across our managed account and superannuation products, ensuring transactions are completed accurately and efficiently while delivering a great experience for advisers and clients.

Working in a fast-paced and friendly environment, you will gain exposure to a broad range of investment operations processing activities, with a particular focus on processing in specie transfers of shares and managed funds, as well as asset transfers, superannuation contributions, withdrawals and benefit payments.

You’ll also be a key point of contact for advisers and clients, managing enquires through our Zendesk queue and seeing each through to resolution.

About You

We’re looking for someone with experience in investment operations, ideally with exposure to in specie transfers, managed accounts or superannuation administration. You’ll have strong attention to detail and be comfortable working in a high-volume environment where payments and transfers must be completed within strict daily deadlines, including a critical afternoon payment processing cut-off.

You’ll enjoy working as part of a friendly and supportive team that manages multiple products and processes, be quick to learn new ways of working, and take ownership of resolving issues as they arise. If you enjoy being busy, tackling challenges and identifying opportunities to improve processes, you’ll thrive in this role.

Culture & Benefits at Praemium Include

• Annual salary review and annual bonus opportunity
• Hybrid working model with a mix of office and work-from-home flexibility
• Flexible leave options including purchased leave, paid volunteer leave, study leave, unpaid leave and flexible working hours
• Great office location on Collins Street in the heart of Melbourne CBD
• Monthly social events, team lunches and annual celebrations