Platform Administrator - Expressions of Interest
Core
Process client transactions, maintain platform records, and support fee processing for financial advisers and clients.
Role type
Platform Administrator
Builds
Operational support for wealth management platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
transaction processing, record maintenance, fee processing, stakeholder liaison, compliance adherence, client relationship management
Preferred skills
financial products knowledge, tertiary qualifications
Technologies
Microsoft Office
Responsibilities
Process client transactions (contributions, withdrawals, transfers, pension payments, account closures), maintain and update platform records (superannuation, IDPS), support fee processing and adviser changes, act as key point of contact for enquiries, produce client and adviser communications, liaise with internal teams and external service providers, manage client relationships, ensure compliance with procedures and regulations, maintain accurate documentation