Job Description

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.

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

- 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).

Work Environment

- Competitive salary and up to 10% bonus chance 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., National
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📌 Investment Platform Support Analyst (Melbourne)
🏢 Everi Pty
📍 Melbourne