Platform Administrator

2 weeks ago

Sydney, New South Wales, Australia Class Super Full time $60,000 - $80,000 per year
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.

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.

Please note we have 2 x 8 month fixed term contracts available
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
Benefits and Life at HUB24 Learn more about our employee benefits HERE
Check out why our people love working at HUB24 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 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 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 you're 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 [email protected] 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
Circle Back Initiative 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 the BOSS Best Places to work list. Seek Star Awards Nominated as a finalist for the Best Employer Brand Initiative

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