About Praemium
Praemium, now strengthened by its recent acquisition of Technotia, is a trusted partner to leading wealth management firms, delivering a next-generation platform that brings all aspects of an investor’s wealth together in one place.
Our expanded technology suite gives financial advisers enhanced capability across reporting, custody, trading, asset management, and data integration. With both custodial and non-custodial solutions across Spectrum, Scope, and Scope+, we enable holistic, scalable, and future-ready wealth management.
The Role
We are seeking a detail-oriented and proactive Investment Administrator – SMA to join our Operations team. This role is responsible for the day-to-day administration of SMA client accounts, including both superannuation and non-super investment accounts. You will manage high-volume processes such as bank reconciliations, margin lending account maintenance, financial hardship claims, PI claims, and super benefit payment requests. The ideal candidate has prior experience in funds administration, is comfortable working under pressure, and can balance multiple competing priorities in a fast-paced environment.
You will occasionally interact with clients via phone or email and work closely with internal teams to ensure seamless account management. Training and induction will be provided, followed by business-as-usual tasks under the guidance of senior team members. Office attendance is required on Wednesdays and Fridays.
Key Responsibilities
- Process and manage BAU tasks for both super and non-super SMA accounts, including rollovers, direct debits, margin lending requests, and account maintenance.
- Conduct bank reconciliations and manage high-volume transactions across client accounts.
- Process financial hardship claims, permanent incapacity claims, and PI claims accurately and efficiently.
- Handle super benefit payment requests and complex account maintenance queries, including deceased estates.
- Maintain and update client records while liaising with internal teams such as Trade Support, Reconciliation, Distribution, and IT.
- Respond to adviser and client queries via Zendesk tickets, email, and phone, ensuring timely resolution.
- Manage multiple priorities under time-sensitive deadlines, particularly during key operational windows.
Culture & Benefits Include
- Hybrid work arrangement: Minimum of 2 day per week in the office, typically anchor days for this team are Wednesdays and Fridays. Additional days on-site will be required until training in the role is completed face-to-face.
- Permanent contract
- The maximum salary budget for this role is a base of $78,000 plus super
- The role is eligible for up to 10% of a variable bonus annually
- Great office location at 367 Collins Street
- Annual leave + paid volunteer leave
- Professional development, stretch opportunities and annual development plan
- Monthly social events, team lunches and annual celebrations
- Access to health & wellbeing programs, flu shots and EAP
- Employee recognition programs (peer awards, monthly and annual recognition)
How to Apply
Please apply with your CV, outlining how your experience aligns with the role and why you’re interested in joining Praemium.
Applicants must have full, unrestricted Australian working rights. Police checks apply to successful candidates.
