Investment Operations Officer

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:

Responsibilities:

• Operational oversight of product configuration and asset migration streams
• External stakeholder engagement and meeting coordination
• Assessment of investment asset availability and migration planning (including in-specie test instructions)
• Accurate completion of pre- and post-migration reconciliation activities
• Timely recordkeeping of all migration-related documents
• Assist with audit enquiries relating to asset migrations
• Oversight of weekly tax checks and risk controls
• Processing managed funds tax components and coordinating statement reissues
• Supporting process development testing and implementation for future state planning
• Data collection and analysis to facilitate complex project work in Microsoft Excel
• Corporate actions reviews asset & cash reconciliation and settlements
• Liaising with advisers and clients ensuring timely delivery of migration objectives
• Preparation of periodic settlement reports
• Compliance with all HUB24 instructions procedures and processes

Requirements:

• 35 years experience in Financial Services
• Strong data analysis skills; advanced Microsoft Excel proficiency highly desired
• Experience in external stakeholder engagement and project coordination
• Excellent written and verbal communication skills
• Knowledge of asset migration activities including in-specie and cash settlement functions
• Understanding of Australian tax CGT parcel allocations and securities/managed funds (highly desirable)
• Ability to organise workflows record meeting minutes/action items and meet deadlines
• Commitment to high standards of client service and commercial priorities
• Flexible agile and improvement-focused mindset
• Calm and considered approach under pressure

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