Platform Administrator
Job Location:
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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 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 HUB24 STORY
We think creatively and were not constrained by traditional thinking or barriers to success. Were 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.
Benefits and Life at HUB24
Learn more about our employee benefits HERE.
Job Summary:
HUB24 is looking for a Platform Administrator to join our growing Operations team on a 6-month fixed-term contract.At HUB24 were passionate about delivering exceptional outcomes for advisers and their clients. As a Platform Administrator youll play a key role in supporting the day-to-day operation of our platform ensuring transactions are processed accurately enquiries are resolved efficiently and our customers receive outstanding service.
Youll work closely with internal teams and external stakeholders including financial advisers dealer groups and service providers helping to deliver a seamless experience that supports long-term client satisfaction and business growth.
Responsibilities:
What youll be doing
- Processing a wide range of client transactions including contributions withdrawals transfers pension payments and account closures
- Maintaining and updating client records across superannuation and investment accounts
- Supporting fee processing savings plans and adviser maintenance activities
- Responding to adviser and client enquiries providing timely and accurate information
- Preparing client and adviser communications correspondence and reporting
- Liaising with internal teams and external service providers to resolve queries and ensure quality service delivery
- Building strong relationships with stakeholders through consistent and professional communication
- Ensuring all activities are completed in line with regulatory requirements risk controls and internal procedures
- Maintaining accurate records documentation and file notes
Requirements:
What were looking for
- Previous experience in financial services wealth management platform administration or a similar operations role
- Understanding of financial products investment platforms and/or the financial planning industry
- Exceptional attention to detail and commitment to accuracy
- Strong communication and stakeholder management skills
- Ability to prioritise competing tasks and meet deadlines in a fast-paced environment
- Strong problem-solving and organisational skills
- Collaborative team player with a proactive approach
- Intermediate Microsoft Office skills
- Tertiary qualifications in Finance Business or a related discipline (desirable)
Why youll 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 wont sit in a backlog theyll 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 like Fitness Passport.
- Enhanced parental leave and support through different life stages.
- Everyday benefits including discounts and financial wellbeing support.
The Recruitment Process
Acknowledgement email once your application has been submitted.
Our Talent team will start reviewing your application. If unsuccessful you will be notified.
If your application progresses to the next stage our Talent team will be in touch to discuss your alignment with the role.
If youre a person with an impairment or disability this is an opportunity to share with us any accessibility requirements that you may have for the role.
Should you require any accommodations to the recruitment process please email and one of our team will contact you.
Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role there may be more than two interviews.
Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection noticecan be found here.
2024 CircleBackInitiative Employer we commit to respond to every applicant.
Endorsed by WORK180 we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on theBOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for theBest Employer Brand Initiative
HUB24 is an equal opportunity employer.We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds including Aboriginal and Torres Strait Islander peoples people with disabilities people from culturally and linguistically diverse communities and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements please let us know were here to support you
Required Experience:
Unclear Seniority
