Onboarding And Portfolio Services Consultant

2 weeks ago

Melbourne, Victoria, Australia Praemium Full time

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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

The Onboarding and Portfolio Services Consultant (Onboarding) is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes onboarding new clients, maintaining and updating accounts, managing FATCA/CRS reporting, processing inspecie transfers, and handling account closures. The role interacts closely with internal teams such as Support, Distribution, Reconciliation, Trade Support, and occasionally Tech and Learning & Development.

Key Responsibilities

Processing Applications - ensuring all documentation (including AML and FATCA/CRS) is complete and accurate.
Maintaining and Updating Client Accounts - ensuring records are accurate and current.
Investigate and resolve adviser and client queries - ensuring high-quality service and timely responses.
Group Inbox Management.

Desired Qualifications, Experience And Competencies

Tertiary degree in a business-related field; RG146 desirable.
Minimum 2 years in funds management, platforms, or custody environments, with understanding of Custody and Superannuation frameworks.
Experience in account administration and AML/KYC, FATCA/CRS, W-8Ben forms.
Solid understanding of platform/reporting systems.
Meticulous attention to detail and strong organisational skills.
Excellent knowledge of MS Office and cloud-based software.
Proven problem-solving skills in a financial services environment.
Ability to work in a fast-paced, agile environment with a consultative and cooperative approach.

What We Offer

Flexible hybrid work environment - 4 days work-from-home, with anchor day 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 levelAssociate

Employment type

Employment typeFull-time

Job function

Job functionConsulting, Information Technology, and Sales

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