Platform Administrator

Platform focused administrator, Sydney CBD location, Great base salary & career progression.

The Opportunity:

Our client is a leading investment platform provider across insurance, superannuation and investment products. They are currently experiencing growth and are seeking a platform administrator with financial planning exposure.

The ideal candidate will be one that is currently working in the financial planning industry and can demonstrate extensive stakeholder management and administration skills.

The Role:

  • Assist financial advisers with any queries and administrative tasks
  • Managing operational and administrative functions to ensure tasks are delivered efficiently
  • Handle inbound and outbound calls from relevant stakeholders, mainly Financial Advisers
  • Maintain Superannuation account administration and any transactional payments including contributions, fee transactions and savings/payment plans
  • Maintain accurate file notes to ensure compliance with regulations

You Need:

  • 2+ years industry experience
  • DFP qualifications as a minimum
  • Experience working with benefit payments, account closures, pension payments and fee updates
  • Must have financial planning/investments/superannuation experience
  • Strong and articulate communication skills

16/03/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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