Investment Administrator – SMA
6 days ago
The Investment Administrator SMA (Account Maintenance) creates the setup of superannuation accounts and manages their ongoing administration. The role will also involve handling super account rollovers, processing payments and coordinating inspecie transfers.
It's a fast-paced role, with time-sensitive tasks and strict SLA's to meet.
If you have fund administration experience and enjoy working in a high-performing, welcoming team, please apply today.
Key Responsibilities- Client Account Administration: Account opening and maintenance.
- Daily Operations: Manage BAU tasks, monitor Zendesk ticket queues, and resolve issues within SLA timeframes.
- At least 3 years' experience in funds management, platforms, or custody environments, with knowledge of custody and superannuation processes.
- Ability to manage Zendesk queue and time sensitive tasks.
- Detail-oriented and ability to successful investigate and resolve queries.
- Tertiary degree in a business-related field or RG146 certification (desirable).
- Flexible hybrid work environment – 3 days work-from-home, with anchor days Wednesdays and Fridays 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.
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.
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