About the job
The Investment Administrator – SMA position at Praemium is all about ensuring smooth administration of SMA client accounts. This job plays a crucial role in supporting financial advisers and enhancing client experiences through efficient account management. The Operations team thrives on collaboration and is dedicated to providing training and support, making it a fantastic opportunity for growth and development.
You'll be responsible for
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Processing SMA accounts
Managing day-to-day administration tasks for both super and non-super SMA accounts, including rollovers and account maintenance.💰
Conducting bank reconciliations
Performing bank reconciliations and managing high-volume transactions across client accounts.📞
Responding to client queries
Handling adviser and client queries via Zendesk tickets, email, and phone, ensuring timely resolution.Key criteria
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Funds administration experience
Demonstrated experience in managing investment accounts and transactions.View
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Attention to detail
Proven ability to handle high-volume processes accurately.View
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Client interaction skills
Experience responding to client queries via phone and email.View
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