Due to an internal promotion, we are seeking a Platform Support Analyst to join our Client Support team!
You will be the first point of contact for advisers and wealth managers using our Scope platform.
Scope is our sophisticated portfolio reporting, analytics & tax optimisation SaaS solution designed to empower advisers. It provides a consolidated view of client investments across multiple sources to deliver enhanced insights, streamlined reporting and informed client advice.
In the role, you'll handle a diverse range of queries balancing phone calls, live chats and email tickets within agreed SLAs.
Typical support may involve
- Educating advisers on navigating the platform, utilising key features and platform capabilities.
- Supporting adviser queries relating to Scope's tax reporting capabilities, such as CGT modelling, income projections and historical tax reporting.
- Supporting enquiries relating to portfolio data, data feeds and external provider dependencies.
- Supporting queries relating to the timing and presentation of investment information from underlying providers into Scope, including asset allocation, trading activity, corporate actions and other investment events.
- Explaining reporting output (e.g. differences in expected vs actual portfolio returns) and supporting custom reporting queries.
- General account support.
Culture & Benefits at Praemium Include
- Flexible hybrid work environment - split your time between home and the office (home 3 days, office 2 day). Until you are up and running in the role, you are expected to be in the office more days to receive training.
- Competitive salary and up to 10% bonus opportunity annually.
- 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 awards, monthly and annual recognition).
- Bookclub, footie tipping, and lots of ways to engage with the wider team.
This Role is Ideal for Someone Who
- Holds an RG146 or has a strong wealth management background.
- Understands investment concepts including trading activity, asset allocation, corporate actions and tax considerations.
- Is tech-savvy: comfortable navigating complex financial systems.
- Enjoys engaging with clients, troubleshooting and providing guidance on SaaS platform features and functionality.
- Has 2–5 years in platforms, investments, super or advice support.
- Has previous Praemium platform experience (highly desirable).
We are committed to building a diverse and inclusive workforce and welcome applications from all candidates with the relevant experience.
Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.
Who We Are
Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.
Investment Platform Support Analyst in Melbourne employer: Praemium
Praemium is an exceptional employer that fosters a dynamic and inclusive work culture, offering flexible hybrid work arrangements and a competitive salary with performance incentives. Employees benefit from comprehensive leave options, professional development tailored to individual growth, and engaging team activities, all while working in a state-of-the-art office located at 367 Collins Street. With a commitment to empowering financial advisers and a focus on building trusted relationships, Praemium provides a meaningful and rewarding environment for those looking to make a significant impact in the wealth management sector.
