Investment Platform Support Analyst

The Role

Due to an internal promotion, we are seeking an Investment Platform Support Analyst to join our Client Experience team. You will be the first point of contact for advisers and wealth managers using our Scope & Spectrum platform offerings. In the role, you’ll handle a diverse range of queries - balancing calls, live chats and email tickets within agreed SLAs.

Typical support involves:

• Navigation support, assisting client utilise key features.
• Support with platform capabilities like tax reporting, CGT modelling, income projections and historical tax reporting.
• Investigating and analysing portfolio data, data feeds and external provider dependencies to resolve queries.
• Responding to client queries relating to our managed account solutions, as well as alternative and harder-to-access investments.

Culture & Benefits at Praemium Include

• Flexible hybrid work environment - split your time between home and the office (home 3 days, office 2 day). 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.
• Access to novated leasing.
• Professional development opportunities, stretch opportunities and annual development plans.
• Access to self-paced online training courses covering a range of professional and personal 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.

This Role is 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 on SaaS investment platform features and functionality.
• Has minimum of 2 years’ experience in platforms, investments, super or in a financial advice practice.
• Has previous Praemium platform experience (highly desirable).

To Apply

Please apply with your CV detailing how your experience aligns with the role.

We are a diverse and inclusive workforce and welcome applications from all candidates with the relevant experience.

Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

Who We Are

Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.