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 (ASX: HUB)
The role
We are looking for a Platform Administrator to join our high performing and highly collaborative Platform Administration Operations team, who can deliver fast, high-quality support across a range of areas. This is an expression of interest to speak to candidates for future opportunities within the team.
The primary responsibility of this position is to ensure effective platform administration, provide quality service, and maximise customer retention and referral.
The role will cover operations administration associated with transactional and payment processing, including contributions and deposits, fee transactions and deceased estates. You may also be responsible for new client onboarding, adviser changes and fee updates.
Key responsibilities
- Onboarding new client accounts
- Client Transactional and Payment processing
- Updating administration system relating to transaction and payment processing.
- Be a point of contact for clients. Answer incoming calls and assist with client enquiries in line with the company’s service offering
- Complete all necessary reports and documentation as directed by advisors and managers
- Maintain adequate and accurate records and file notes.
- Other ad-hoc assignments as and when required
Key skills required
- Administration experience is essential, preferably in the financial services industry (Experience within Wealth Management products / platforms highly desired)
- Strong written and verbal communication skills
- Self/time management- ability to prioritise and work to agreed schedules.
- A strong client focus with proven service excellence
- High attention to detail, self-motivated and results orientated
- A strong team player with a collaborative working mentality
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
HUB24 Employee Benefits
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Special Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We work hybrid, 2 days in the office and the rest from home.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
“Delivering innovation that creates value for you and your clients”
HUB24 was rated Overall Best Platform by advisers in the 2022 Adviser Ratings Australian Advice Landscape Report.
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realize we needed!
*As part of our process, a police check will be conducted on all successful candidates*
“We are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant”
