Team Leader - Platform Administration

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Wealth Management
Reference: 206112_1600844665

The Company:

Our client is a leading investment platform provider. They are currently experiencing growth and are seeking a Team Leader with extensive platform experience.

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

The Role:

  • Manage, monitor and tracking the progress of daily workflow tasks
  • Ensure quality and service standards in accordance with agreed resolution
  • Support team members with usual processing activities and tasks
  • Attend to management discussions, providing feedback and technical expertise on process enhancements and process or training needs.
  • Provide Subject matter expertise and technical support to the team on process, product and systems
  • Ensure team adequately manage email queries from advisers/clients meeting business standards.

You Need:

  • MUST have 2+ years' experience in a platform-based Team Leader role
  • Strong technical platform knowledge
  • Strong sales negotiation and communication skills
  • DFP or RG146 qualified
  • Excellent relationship management

Please apply by the link below or email Fiona Lu directly on email Fiona.lu@porterallen.com.au or call on 02 8267 2492 for a confidential discussion