Transitions Administrator

2 weeks ago

Melbourne, Australia Class Limited Full time

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.

As HUB24 continues to grow, we’re investing in the ambitions of our talented team - we understand that these can be both inside and outside work. That’s why we’re as focused on your career development and learning opportunities as we are in developing a flexible workplace where everybody can thrive.

We know that when our people are engaged and happy, our customers feel the difference. We operate a hybrid workplace model across our offices with plenty of work from home flexibility: Tell us what you need to be successful.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

An exciting opportunity to join the Transitions Administration team based in Melbourne that focuses on our XPLORE business. The main focus of this role is to monitor the transitions activity, maintenance of accounts, processing of fee calculations, daily reconciliations and to manage queries from advisors.

**Key responsibilities**:

- Manage daily fund confirmations and off market transfers
- Liaise with Advisers, Brokers, Fund Managers and internal stakeholders to ensure timely completion of transfers
- Case management of in-specie transfers (including Shares, Cash, Managed Funds and Unlisted investments) onto and from the platform
- Review of cost base data to ensure accuracy and daily reconciliation of CHESS movement files
- Daily maintenance of internal workflow system, tracking the progress of current outstanding team tasks
- Assistance with completion of the monthly fee process

**Key skills required**:

- Two years’ experience in administration of private client portfolios in a similar area of a financial organisation/broking or investments
- Financial Services administration experience (investments, payments, reconciliations, corporate actions)
- Transitions experience including account set ups, closures, and maintenance
- Experience using IRESS IPS & IOS, Chess and SRN transfer knowledge (highly desired)
- Highly focussed, organised, and an ability to work under pressure and meet deadlines
- Superior communication and stakeholder management skills
- High degree of accuracy, attention to detail and problem-solving mindset

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 because, even though we’ve come such a long way together, we’re not done yet - we’re committed to empowering better financial futures for more Australians.

Come help us grow and evolve so we can empower better financial futures.

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