Corporate Actions Specialist - Investment Operations
Corporate Actions Specialist - Investment Operations
Posted on :
10-04-2025
Employer Active
1 Vacancy
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Job Description
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)
Due to continued growth we have created a new opportunity for a skilled and detailoriented Corporate Actions Specialist to join our Investment Operations team.
As a Corporate Actions Specialist you will play a key role in delivering corporate action services within an MDA reporting service offering. Reporting to the Corporate Actions Team Leader and working closely with another Corporate Actions Specialist you will also provide client services and investment administration support across HUB24 Custodial Services IDPS and Super Products.
Please note the shift times for this position range from 7.30am 4pm and 8.30am 5pm Monday to Friday with 2 days in office attendance required.
Key responsibilities
- Corporate Actions Processing & Management:
- Manage and process corporate actions such as dividends placements mergers and acquisitions.
- Work with internal teams and custodians to ensure timely and accurate .
- Tax Compliance & Reporting:
- Manage tax implications of corporate actions including dividend withholding and capital gains.
- Assist in preparing and submitting tax reports to regulatory authorities.
- Data Management & Reconciliation:
- Maintain and reconcile corporate actions data for accuracy.
- Liaise with vendors and custodians to verify data and resolve issues.
- Risk Management & Compliance:
- Ensure compliance with ASIC ATO and other regulatory requirements.
- Monitor regulatory changes and update processes accordingly.
- Client & Stakeholder Communication:
- Provide support to clients regarding corporate actions and tax implications.
- Work closely with internal teams such as investment administration client service and product teams
Key requirements
- Financial instruments products platforms and the financial planning industry experience
- Understanding of Australian Tax
- Significant financial services experience in similar position
- Strong communication skills
- Knowledge on Australian securities cash options and an understanding of the risks inherent in corporate actions activities
- Tertiary qualifications highly regarded.
THE HUB24 STORYWe thinkcreativelyand were not constrained by traditional thinking or barriers to success. Were led byexperts realists with ideas grounded in commercial reality who areboldenough 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.
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. If you dont feel you fit this role 100 we would still love to hear from you. Tell us what youre interested in you still might have a skill we didnt realise we needed!
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 contact and one of our team will be in touch.
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 notice can be found here.
2024 CircleBackInitiative Employer we commit to respond to every applicant.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 Nominated as a finalist for the Best Employer Brand Initiative
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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