11 Sep
|
HUB24 Management Services
|
Sydney
11 Sep
HUB24 Management Services
Sydney
About HUB24
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. Our purpose is simple: Empower better financial futures, together. 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. 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.
Why you'll enjoy working here
We create an environment where you can do your best work and see the impact of it. Work with smart, collaborative people who get things done. Your ideas won't sit in a backlog, they'll be heard, tested and actioned. Grow your career your way, with support to learn, stretch and explore new opportunities.
We also offer benefits to support you inside and outside of work:
Genuinely flexible and hybrid ways of working.
Employee Share Scheme.
Additional leave and wellbeing support.
Enhanced parental leave and support through different life stages.
Everyday benefits, including discounts and financial wellbeing support.
Why this is an exciting opportunity
HUB24 is regularly hiring Platform Administrators to join our growing team in Sydney CBD. If you're looking to grow your career in financial services and thrive in a collaborative, client-focused environment, we'd love to hear from you. As a Platform Administrator, you'll play a key role in ensuring effective platform operations and delivering quality service that drives customer retention and referrals. You'll work closely with internal teams and external stakeholders including financial advisers, dealer groups, and service providers.
What you'll be doing
Process a wide range of client transactions, including contributions, withdrawals, transfers, pension payments,
and account closures
Maintain and update platform records, including superannuation and IDPS accounts
Support fee processing, savings plans, and adviser changes
Act as a key point of contact for client and adviser enquiries, delivering timely and accurate responses
Produce client and adviser communications and reporting
Liaise with internal teams and external service providers to resolve queries and ensure service delivery
Manage client relationships and provide a consistently high level of service
Ensure compliance with internal procedures, regulatory requirements, and risk controls
Maintain accurate records, documentation, and file notes
What you bring
You don't need to tick every box, but experience in the below will set you up for success.
Experience in financial services or a similar platform/operations role
Understanding of financial products, platforms, and the financial planning industry
Strong attention to detail and high level of accuracy
Excellent communication and stakeholder management skills
Ability to manage competing priorities and meet deadlines
Strong problem-solving and time management capabilities
Team-focused with the ability to work collaboratively
Intermediate Microsoft Office skills
Tertiary qualifications (desirable)
Our commitment
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.
HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.
At HUB24, we know the smartest investments start with our people.
We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work.
Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange.
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📌 Platform Administrator - Expressions Of Interest (Sydney)
🏢 HUB24 Management Services
📍 Sydney