12 Sep
|
HUB24 Management Services
|
Sydney
12 Sep
HUB24 Management Services
Sydney
About HUB24At 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 hereWe 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 opportunityHUB24 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 cooperative, 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 doingProcess a wide range of client transactions, including contributions, withdrawals, transfers,
pension payments, and account closuresMaintain and update platform records, including superannuation and IDPS accountsSupport fee processing, savings plans, and adviser changesAct as a key point of contact for client and adviser enquiries, delivering timely and accurate responsesProduce client and adviser communications and reportingLiaise with internal teams and external service providers to resolve queries and ensure service deliveryManage client relationships and provide a consistently high level of serviceEnsure compliance with internal procedures, regulatory requirements, and risk controlsMaintain accurate records, documentation, and file notesWhat you bringYou 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 roleUnderstanding of financial products, platforms, and the financial planning industryStrong attention to detail and high level of accuracyExcellent communication and stakeholder management skillsAbility to manage competing priorities and meet deadlinesStrong problem-solving and time management capabilitiesTeam-focused with the ability to work collaborativelyIntermediate Microsoft Office skillsTertiary qualifications (desirable)Our commitmentWe're committed to building an inclusive environment 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