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May

In Specie Administrator (Wrap Platforms)

HUB24 Limited - Sydney, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Operations team supporting clients using our HUB24 wealth management platform
  • Specialist administration role which focused on in-specie investment transfers
  • Long term career development opportunities through ongoing business growth with an ASX listed fintech.

What’s the role?

The primary responsibility of this position is to ensure effective wealth platform administration in a customer support environment.

What you'll be doing

We are looking for an experienced Platform Administrator to join our Operations team, who can leverage their knowledge of wealth management to deliver fast, high quality support across a range of areas. The role will cover operations administration associated with transactional and payment processing, including contributions and deposits fee transaction, in-specie transfers and deceased estates. You may also deal with superannuation and IDPS account maintenance and servicing, and adviser changes and fee updates.

You’ll have daily interaction with internal and external clients which will include dealer groups, financial advisors and retail clients. Whilst this is not a call centre role, you will work closely with our Client Service team to provide timely solutions to inbound client queries and be comfortable working real time on the phone to resolve questions as well as via email or Zendesk chat.

A large part of this role is focused on AML compliance against financial regulations. As such, you’ll be supplying documents and reports to the internal compliance and risk team as well as requests coming through from clients.

About us and the team

HUB24 was established in 2007 by a team with a very strong track record of delivering market-leading platform solutions in the financial services industry. HUB24’s award-winning platform solution continues to be recognised across the industry for value for money and customer experience, providing advisers with the technology to efficiently manage and add value to their clients. HUB24 Limited is a company listed on the Australian Securities Exchange.

Our Operations function based in Circular Quay includes teams specialising in Investment Administration, Customer Service and Platform Administration.

What you’ll need

You’ll need to have min 2+ years of administration experience in a similar wealth management environment that includes processing in specie transfers.


The ideal candidate will have a broad knowledge of financial instruments, financial products, platforms and the financial planning industry. Knowledge of Australia securities and cash options would be highly regarded as well as an understanding of AML and the risks inherent in settlement activities. But most importantly, is your passion for high achievement and continuous improvement, the willingness to learn and to join an energised customer-focused team.

Interested?

Our fast-paced business growth creates genuine career pathways for our best and brightest. If this sounds like a role that you could excel in, and HUB24 sounds like a business you would love to join, apply now via your LinkedIn profile.


This role is being sourced directly. No agencies please.

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