SMA (Separately Managed Account) Investment Administrator
About the job
The Investment Administrator – SMA job at Praemium is all about ensuring the smooth day-to-day administration of SMA client accounts, both superannuation and non-super investment accounts. This role plays a crucial part in managing high-volume processes like bank reconciliations and financial hardship claims, making it essential for the overall success of the operations team. Praemium fosters a collaborative and supportive work environment, where training is provided, and team members work closely together to achieve common goals.
You'll be responsible for
No responsibilities listed
Key criteria
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Experience in funds administration
Demonstrated experience managing investment accounts and related processes.View
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Bank reconciliation skills
Proven ability to conduct bank reconciliations accurately and efficiently.View
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Client interaction experience
Experience responding to client and adviser queries via phone and email.View
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