Job Description
Due to an internal promotion, we are seeking a Platform Support Analyst to join our Client Support team!
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You will be the first point of contact for advisers and wealth managers using our Scope platform.
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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.
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In the role, you'll handle a diverse range of queries balancing phone calls, live chats and email tickets within agreed SLAs.
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Typical support may involve
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Educating advisers on navigating the platform, utilising key features and platform capabilities.
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Supporting adviser queries relating to Scope's tax reporting capabilities, such as CGT modelling, income projections and historical tax reporting.
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Supporting enquiries relating to portfolio data, data feeds and external provider dependencies.
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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.
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Explaining reporting output (e.g. differences in expected vs actual portfolio returns) and supporting custom reporting queries.
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General account support.
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Culture & Perks at Praemium Include
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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.
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Competitive salary and up to 10% bonus opportunity annually.
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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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Great 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 awards, monthly and annual recognition).
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Bookclub, footie tipping, and lots of ways to engage with the wider team.
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This Role is Ideal for Someone Who
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Holds an RG146 or has a strong wealth management background.
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Understands investment concepts including trading activity, asset allocation, corporate actions and tax considerations.
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Is tech-savvy: comfortable navigating complex financial systems.
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Enjoys engaging with clients, troubleshooting and providing guidance on SaaS platform features and functionality.
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Has 2–5 years in platforms, investments, super or advice support.
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Has previous Praemium platform experience (highly desirable).
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We are committed to building a diverse and inclusive workforce and welcome applications from all candidates with the relevant experience.
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Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.
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Who We Are
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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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📌 Investment Platform Support Analyst (Victoria)
🏢 Praemium
📍 Victoria