Investment Operations Specialist — Transfers & Payments (Hybrid)

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

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.