Platform Administrator

Job Title: Platform Administrator
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: ASAP
Reference: 202189_1583816417
Contact Name: Fiona Lu
Contact Email:
Job Published: March 10, 2020 16:00

Job Description

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

For a confidential discussion please call Fiona Lu on 02 8267 2492, email or click on the apply button below.

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