Job Description
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 isan 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 n
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 beheard, tested and actioned.
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Grow your career your way, with support tolearn, 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 flexibleand hybridways 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 n
We're looking for a people-focused and operationally strong Team Leader to join our Portfolio Administration Services (PAS) team within HUB24's growing Non-Custody business, based in Melbourne. In this role, you'll lead a team of Portfolio Administrators and Analysts, driving service excellence, developing team capability and ensuring the delivery of accurate, timely and high-quality outcomes for our clients.
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Working across a diverse range of asset classes, you'll play a hands-on leadership role, overseeing daily operations, managing escalations, supporting continuous improvement initiatives and fostering a high-performance culture. This is an exciting opportunity to combine your people leadership skills with your operational expertise while contributing to the continued growth and success of HUB24's market-leading wealth management solutions.
What you'll be doing n
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Lead, coach and develop a team of Portfolio Administrators and Analysts, fostering a positive, high-performing team culture.
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Oversee day-to-day portfolio administration operations, ensuring service standards are consistently achieved.
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Act as an escalation point for operational issues, stakeholder queries and client requests.
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Drive service excellence by delivering accurate, timely and high-quality outcomes for clients and advisers.
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Support onboarding, training, performance development and talent growth within the team.
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Maintain strong controls across reconciliations, data integrity, cost base management and tax reporting activities.
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Partner with internal and external stakeholders to support effective service delivery and business outcomes.
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Contribute to projects, process improvements and operational initiatives that enhance efficiency, quality and scalability.
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What you bring n
You don't need to tick every box,



but experience in the below will set you up for success.
Experience & Skills n
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Experience leading operations teams within financial services, ideally within Portfolio Administration Services, Non-Custody or a related environment.
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Strong people leadership skills with a track record of developing capability and building engaged, high-performing teams.
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Experience managing reconciliations, data integrity processes and operational controls.
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Sound understanding of portfolio administration, investment products, tax reporting, CGT and cost base principles.
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Excellent stakeholder management and communication skills with the ability to build trusted relationships.
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Strong problem-solving skills and the ability to manage competing priorities in a fast-paced environment.
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High attention to detail and commitment to accuracy, quality and compliance.
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Experience with IRESS or IPS and strong Microsoft Office skills, particularly Excel.
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A collaborative mindset aligned with HUB24's values and culture.
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Applications close at 9am on Tuesday, 6 October ****.
Our process n
We aim to keep the process straightforward and respectful of your time:
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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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If you need any adjustments, please let us know - we're here to support you.
Our commitment n
We'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.
#J-*****-Ljbffr

📌 Portfolio Administration Services (Pas) Team Leader (Melbourne)
🏢 HUB24
📍 Melbourne