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Wealth Management Specialist

3 weeks ago

Melbourne, Victoria, Australia beBeeAdministration Full time $90,000 - $120,000

Praemium was established in 2001 to simplify the complexities of wealth management. Our mission is to empower advisers to efficiently manage the wealth of people in Australia.

The Onboarding and Portfolio Services Consultant is responsible for the administration of client accounts, including onboarding new clients, maintaining and updating accounts, managing FATCA/CRS reporting, and processing transfers.

This role requires strong administrative skills, attention to detail, and excellent communication skills. If you have experience in wealth management and are passionate about providing exceptional service, we encourage you to apply.

Key Responsibilities:
  • Client onboarding
  • Account maintenance
  • FATCA/CRS reporting
  • Transfer processing
Requirements:
  • Strong administrative skills
  • Attention to detail
  • Excellent communication skills
  • Wealth management experience
Benefits:

We offer a 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 for leading institutions and private wealth firms.