27 Aug
|
HUB24
|
Victoria
Job Description
About HUB24
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At HUB24, we're rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.
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Our purpose is simple: Empower better financial futures, together.
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What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You'll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.
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HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100. We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.
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Why you'll enjoy working here
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We create an environment where you can do your best work and see the impact of it.
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Work with smart, collaborative people who get things done.
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Your ideas won't sit in a backlog, they'll be heard, tested and actioned.
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Grow your career your way, with support to learn, stretch and explore new opportunities.
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We also offer benefits to support you inside and outside of work:
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Genuinely flexible and hybrid ways of working.
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Employee Share Scheme.
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Additional leave and wellbeing support.
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Enhanced parental leave and support through different life stages.
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Everyday benefits, including discounts and financial wellbeing support.
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Why this is an exciting opportunity
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Join HUB24 as an Administration Services Officer and play a key role in delivering exceptional service and operational support across our Product Administration team.
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This is a fantastic opportunity for someone who enjoys problem‐solving, working with data,
and building strong relationships in a fast‐paced financial services environment.
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You'll be responsible for a broad range of administration activities that support client outcomes, tax reporting, data integrity, and platform operations, while contributing to continuous improvement initiatives that help drive service excellence across the business.
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What You'll Be Doing
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Deliver outstanding service and act as a key point of contact for Product Administration enquiries.
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Prepare and manage client correspondence and account maintenance requests.
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Investigate, resolve and escalatge operational issues in a timely manner.
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Reconstruct historical cost base information to support CGT reporting requirements.
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Analyse and interpret complex data, identifying and resolving discrepancies.
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Support quarterly and annual tax reporting processes and liaise with external providers.
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Calculate and process client-facing and platform service fees.
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Manage account closures and support MDA compliance, monitoring and reversion activities.
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Partner with Reconciliations and Corporate Actions teams to ensure data integrity and service quality.
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Contribute to process improvement initiatives, risk management activities and regulatory compliance obligations.
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What You Bring
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You don't need to tick every box,
but experience in the below will set you up for success.
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Experience & Skills
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Experience within the financial services industry.
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Strong analytical and problem‐solving skills with the ability to interpret data and investigate issues.
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Excellent organisational skills with the ability to prioritise competing deadlines.
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Strong written and verbal communication skills and the ability to build effective stakeholder relationships.
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Ability to work independently while contributing positively to a collaborative team environment.
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Intermediate Microsoft Office skills, particularly Outlook, Excel and Word.
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A proactive mindset with a focus on continuous improvement and service excellence.
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Desirable
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Understanding of Corporate Actions and their impact on cost bases.
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Knowledge of various asset classes and portfolio reconstruction.
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Experience using Iress IPS.
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The role will suit someone who thrives in a detail‐oriented environment, enjoys working with complex financial data, and is passionate about delivering high‐quality outcomes for clients and stakeholders alike.
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Our process
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You'll receive an acknowledgement after applying.
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Our Talent team will review your application and keep you updated.
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If shortlisted, we'll connect to learn more about you.
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Interviews may be virtual or in person.
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You'll receive an outcome and feedback.
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Our commitment
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We're committed to building an inclusive setting where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.
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#J-*****-Ljbffr
📌 Administration Services Officer, Pars Product Admin (Victoria)
🏢 HUB24
📍 Victoria