About HUB24
At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.
Our purpose is simple: Empower better financial futures, together.
What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.
HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100. We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.
Why you’ll enjoy working here
We create an environment where you can do your best work and see the impact of it.
- Work with smart, collaborative people who get things done.
- Your ideas won’t sit in a backlog, they’ll be heard, tested and actioned.
- Grow your career your way, with support to learn, stretch and explore new opportunities.
We also offer benefits to support you inside and outside of work:
- Genuinely flexible and hybrid ways of working.
- Employee Share Scheme.
- Additional leave and wellbeing support.
- Enhanced parental leave and support through different life stages.
- Everyday benefits, including discounts and financial wellbeing support.
Why this is an exciting opportunity
Are you an experienced financial services professional looking for a part-time opportunity where you can make a meaningful impact?
We’re looking for a Platform Administrator to join our team on a fixed-term, part-time basis, working Mondays and Tuesdays until March 2027. In this role, you’ll support the effective administration of our platform, complete a range of account and transaction activities, and provide responsive, high-quality service to advisers and clients.
You’ll work closely with teams across Operations, Product, Sales and Marketing, Compliance, Finance, Risk and Technology, while building trusted relationships with advisers, dealer groups, retail clients and external service providers. The role would suit someone who enjoys working collaboratively, takes pride in accuracy and brings a proactive, solutions-focused approach to client service.
What you’ll be doing
- Process a range of client transactions and payments, including contributions, deposits, fees, regular savings and payment plans.
- Support superannuation and IDPS account maintenance and servicing.
- Complete in-specie transfers, pension commencements, benefit payments, withdrawals, account closures and pension payments.
- Process PAYG transactions and support ATO TFN reporting.
- Administer deceased estates, adviser changes and fee updates.
- Respond to incoming calls and enquiries, acting as a reliable point of contact for clients and advisers.
- Prepare client and adviser communications and deliver required reporting to stakeholders.
- Maintain accurate records and file notes, while following relevant procedures and compliance obligations.
- Collaborate with internal teams and external service providers to resolve enquiries and deliver a positive client experience.
What you bring
You don’t need to tick every box, but experience in the below will set you up for success.
Experience & Skills
- Previous experience in financial services, ideally in platform administration or a similar operational role.
- Knowledge of financial instruments, investment products, platforms and the financial planning industry.
- An understanding of Australian securities, cash options and the risks associated with settlement activities.
- Strong written and verbal communication skills, with a genuine commitment to service excellence.
- Excellent attention to detail and the ability to maintain accurate records.
- Strong organisation and time management skills, with the ability to prioritise and work to agreed schedules.
- A proactive and self-motivated approach, with the confidence to use initiative and solve problems.
- The ability to work collaboratively and build rapport, trust and confidence with a range of stakeholders.
- A strong sense of accountability, integrity and responsibility.
- Tertiary qualifications are highly regarded.
Our process
We aim to keep the process simple and respectful of your time:
- You’ll receive an acknowledgement after applying.
- Our Talent team will review your application and keep you updated.
- If shortlisted, we’ll connect to learn more about you.
- Interviews may be virtual or in person.
- You’ll receive an outcome and feedback.
If you need any adjustments, please let us know - we’re here to support you.
Our commitment
We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.
Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.
Skills Required
- Previous experience in financial services, ideally in platform administration or a similar operational role
- Knowledge of financial instruments, investment products, platforms, and the financial planning industry
- Understanding of Australian securities, cash options, and settlement risks
- Strong written and verbal communication skills
- Commitment to service excellence
- Excellent attention to detail and accurate recordkeeping ability
- Strong organisation and time management skills
- Ability to prioritise and work to agreed schedules
- Proactive, self-motivated approach with initiative and problem-solving ability
- Ability to collaborate and build rapport with stakeholders
- Strong accountability, integrity, and responsibility
- Tertiary qualifications
What We Do
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
