Job Description

Job Header

Platform Administrator

Advertiser: B & K ConsultingMore jobs from this company

Job Information

Job Listing Date
8 Oct 2019
Location
Sydney, CBD, Inner West & Eastern Suburbs
Salary
$60k - $70k p.a. + + super
Work Type
Full Time
Classification
Insurance & Superannuation, Fund Administration

Platform Administrator

  • Provide quality service and proactive monitoring of platform transactions
  • Manage any issues of compliance or risk that may arise
  • Join a rapidly growing, independent financial services business

The Business

The business is a well-established and rapidly growing fund management service provider. Due to the strength of their product, they have been rapidly growing over the past 3 years and due to this are now ready to add head count to their platform administration team.

The Role

Reporting to the platform operations team leader, you will be responsible for the general maintenance and overview of a range of administrative duties with regards to their platform. This will include;

  • Processing contributions & deposits
  • Fee transactions
  • In-specie transfers
  • ATO reporting
  • Benefit payments, withdrawals, account closures
  • Updating advisor information & fee changes

Along with liaising in a professional way with a variety of stakeholders both internally and externally of the business. You will need to monitor all transactions across the platform to ensure that risk and compliance measures are met and complete any reports on such matters for management or clients when requested.

The Person

The ideal person will come from a wrap platform background. You will need to have an understanding of the superannuation space with ideally 1-2 years of experience. Knowledge of the financial planning industry as well as securities & cash options will be important. The ideal candidate will have;

  • 1-2 years experience in wrap platform based roles/ financial planning
  • Strong understanding of the wider financial services industry
  • Great communication and written skills
  • Ability to work well in a team as well as on your own

The business really value their staff and if you put in the effort, you will be noticed and helped to move through your career. If this role interests you and you believe your background makes you suitable for this position, please apply now!

The Business

The business is a well-established and rapidly growing fund management service provider. Due to the strength of their product, they have been rapidly growing over the past 3 years and due to this are now ready to add head count to their platform administration team.

The Role

Reporting to the platform operations team leader, you will be responsible for the general maintenance and overview of a range of administrative duties with regards to their platform. This will include;

  • Processing contributions & deposits
  • Fee transactions
  • In-specie transfers
  • ATO reporting
  • Benefit payments, withdrawals, account closures
  • Updating advisor information & fee changes

Along with liaising in a professional way with a variety of stakeholders both internally and externally of the business. You will need to monitor all transactions across the platform to ensure that risk and compliance measures are met and complete any reports on such matters for management or clients when requested.

The Person

The ideal person will come from a wrap platform background. You will need to have an understanding of the superannuation space with ideally 1-2 years of experience. Knowledge of the financial planning industry as well as securities & cash options will be important. The ideal candidate will have;

  • 1-2 years experience in wrap platform based roles/ financial planning
  • Strong understanding of the wider financial services industry
  • Great communication and written skills
  • Ability to work well in a team as well as on your own

The business really value their staff and if you put in the effort, you will be noticed and helped to move through your career. If this role interests you and you believe your background makes you suitable for this position, please apply now!

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