15 Nov
|
HUB24
|
Melbourne
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 In this role, you'll play an important part in supporting the administration of Self-Managed Superannuation Funds (SMSFs), working alongside a collaborative team and gaining exposure to a broad range of fund administration activities.
This is an entry-level role and a fantastic opportunity to build your SMSF knowledge, develop your technical skills and contribute to a business that values innovation, automation and exceptional client service.
What you’ll be doing
- Preparing establishment documentation for new Self-Managed Superannuation Funds (SMSFs).
- Processing taxation notices and preparing clear, accurate correspondence for clients.
- Processing transactions from source documentation into Class software.
- Calculating and processing ad-hoc invoice payments for SMSF clients.
- Processing trustee transactions, benefit transfers, pensions, contributions and member benefit payments.
- Maintaining and checking data integrations, identifying opportunities to improve automation and operational efficiencies.
- Assisting with the preparation of audit documentation and responding to external auditor queries.
- Following established administration processes and procedures, while proactively identifying opportunities for improvement.
- Providing high-quality administration support and service to both internal and external stakeholders.
What you bring
You don’t need to tick every box, but experience in the below will set you up for success.
Experience & Skills
You don't need to tick every box,
but experience in the below will set you up for success.
- An interest in financial services, superannuation and SMSF administration.
- Previous experience in administration, financial services or a similar administration role will be highly regarded.
- Robust attention to detail and a commitment to delivering accurate, high-quality work.
- Excellent organisational skills, with the ability to manage competing priorities and meet deadlines.
- Strong written and verbal communication skills, with a customer-focused approach.
- A proactive mindset and willingness to learn, develop and take ownership of your work.
- Confidence using systems and technology, with an interest in process improvement and automation.
- A collaborative approach and the ability to build positive working relationships with colleagues and stakeholders.
Our process
We aim to keep the process simple and respectful of your time:
- You’ll receive an acknowledgement after applying.
- Our Talent team will review your application and keep you updated.
- If shortlisted, we’ll connect to learn more about you.
- Interviews may be virtual or in person.
- You’ll receive an outcome and feedback.
If you need any adjustments, please let us know - we’re here to support you.
Our commitment
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.
Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.
📌 SMSF Administration Assistant (Melbourne)
🏢 HUB24
📍 Melbourne