Job Description
Due to an internal promotion, we are seeking a Team Leader to join our SMA team!
The role supports the day-to-day operations of our investment and superannuation SMA product offerings, with a focus on payments and transfers.
You will lead and support a team of up to nine people, ensuring client transactions are processed compliantly and efficiently. This includes requests and activities such as in-specie transfers, pension payments, Direct Debits, BPAY and the administration of account fees.
You will be responsible for maintaining quality standards, providing regular coaching and feedback to support team performance, developing capability through cross-skilling and best practice, supporting complex queries as a subject matter expert, and managing work allocation to meet SLAs.
About the Employer
Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.
About the Candidate
- Has 2+ years' experience managing direct reports.
- Has experience supporting teams to deliver client outcomes within agreed SLAs.
- Has experience coaching team members, identifying development needs and coordinating appropriate support and training.
- Has worked for 4+ years within a wealth management platform, custody or funds management environment, with an understanding of superannuation, SMA and investment account processes.
- Has the ability to effectively manage workflows, prioritise and contribute to continuous improvement.
Work Environment
- Competitive salary and annual bonus opportunity.
- Permanent role.
- Comprehensive leave benefits including paid parental leave, purchased leave, volunteer leave and study leave.
- Access to novated leasing.
- Professional development opportunities, stretch opportunities and annual development plans.
- Access to self-paced online training courses covering a range of professional and personal development topics.
- Great office location on 367 Collins Street.
- Monthly social events, team lunches and annual celebrations.
- Access to health & wellbeing programs, flu shots and EAP.
- Employee recognition programs (peer shoutouts and annual recognition).
- Bookclub, footie tipping, and lots of ways to engage with colleagues across the wider business.
Team Leader, Sma Payments & Transfers employer: Everi Pty
QT Melbourne is an exceptional employer that fosters a dynamic and innovative work culture, perfect for those passionate about delivering unique event experiences. With a focus on employee growth and development, team members are encouraged to thrive in a fast-paced environment while enjoying the benefits of working in a vibrant theatre district. Join us to be part of a collaborative team that values creativity and excellence in every event we host.
