Job Description

Job Description

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Due to an internal promotion, we are seeking a Team Leader to join our SMA team!

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The role supports the day-to-day operations of our investment and superannuation SMA product offerings, with a focus on payments and transfers.

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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.

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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.

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About the Employer

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Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.

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About the Candidate

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- Has 2+ years' experience managing direct reports.
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- Has experience supporting teams to deliver client outcomes within agreed SLAs.
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- Has experience coaching team members,



identifying development needs and coordinating appropriate support and training.
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- 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.
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- Has the ability to effectively manage workflows, prioritise and contribute to continuous improvement.
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Work Environment

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- Competitive salary and annual bonus opportunity.
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- Permanent role.
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- Comprehensive leave benefits including paid parental leave, purchased leave, volunteer leave and study leave.
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- Access to novated leasing.
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- Professional development opportunities, stretch opportunities and annual development plans.
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- Access to self-paced online training courses covering a range of professional and personal development topics.
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- Outstanding office location on 367 Collins Street.
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- Monthly social events, team lunches and annual celebrations.
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- Access to health & wellbeing programs, flu shots and EAP.
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- Employee recognition programs (peer shoutouts and annual recognition).
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- Bookclub, footie tipping, and lots of ways to engage with colleagues across the wider business.
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📌 Team Leader, Sma Payments & Transfers (Victoria)
🏢 Everi Pty
📍 Victoria