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 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.
Job Summary:
Join HUB24 as a Portfolio Administrator (fixed-term contract) and be part of our high-performing Portfolio Administration Services (PAS) team, supporting the continued growth of our non-custody business.Based in our Melbourne CBD office, this role offers the flexibility to work from home up to three days per week.
In this role, you’ll play a hands-on part in delivering seamless portfolio administration, managing daily operations, reconciliations, and tax reporting - while ensuring a consistently high standard of client service. You’ll also have the opportunity to contribute to process improvements and help shape more efficient, scalable portfolio operations as the business continues to grow.
Responsibilities:
Deliver high-quality client service, acting as a key point of contact for portfolio administration queries
Execute daily portfolio administration tasks, including transaction processing and reconciliations
Support cost base and income reconciliations, CGT reconstructions, and tax reporting activities
Investigate and resolve client and operational issues in a timely manner
Liaise with internal teams and external providers to ensure accurate and timely service delivery
Process client trade instructions and manage related queries
Maintain strong relationships with clients and stakeholders
Identify process improvements and contribute to operational efficiency initiatives
Ensure compliance with internal policies and regulatory requirements
Requirements:
Experience within the financial services industry
Strong organisational skills with the ability to prioritise and meet deadlines
Excellent communication and relationship management skills
Ability to work both independently and collaboratively within a team
Strong attention to detail with analytical and problem-solving capability
Intermediate Microsoft Office skills (Excel, Outlook, Word)
Understanding of portfolio administration concepts (desirable)
Experience with IRESS/IPS systems (desirable)
Alignment to HUB24 values including collaboration, innovation, and client focus
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 email [email protected], 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 notice can be found here.
2024 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 2024 - Nominated as a finalist for the Best 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 – we’re here to support you
Skills Required
- Experience within the financial services industry
- Strong organisational skills with the ability to prioritise and meet deadlines
- Excellent communication and relationship management skills
- Ability to work both independently and collaboratively within a team
- Strong attention to detail with analytical and problem-solving capability
- Intermediate Microsoft Office skills (Excel, Outlook, Word)
- Understanding of portfolio administration concepts
- Experience with IRESS/IPS systems
- Alignment to HUB24 values including collaboration, innovation, and client focus
- Police check (to be conducted on successful candidates)
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.
