Associate Consultant

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

This Associate Consultant role sits within the Transition part of Consulting team in our fast-paced fintech organisation, Class Limited.

As an Associate Consultant, your primary responsibility is the migration of compliance and financial information of SMSFs, trusts, personal portfolios, companies, and other entities to Class platform, including reconciling your work against financial reports.

You will also be exposed to the onboarding life cycle of new clients to our cloud-based platforms, as well as customer success initiatives to review and improve feature take-up by existing customers.

This role will allow you the opportunity to learn and develop into a Consulting role, as well as exposure to the Software Development Lifecycle through attending product showcases and being able to contribute to ideation and development of product enhancement. 

Responsibilities

• Migrating information onto the Class app for SMSFs, trusts, personal portfolios, companies, and other entities.
• Import completed information into Class software (Information will include but not limited to bank balances, member/equity balances, holding balances, preservation details, tax components, asset acquisition details and asset cost base adjustments).
• Review and reconcile information provided by clients.
• Complete any of the remedial services offered by the transitions team promptly when required.
• Liaise with clients and assist with the collation of information required to transition funds and/or feeds identification.
• Manage the resolution of ongoing Client issues and queries and help clients with day to day transitions issues.
• Assist with managing the resolution of outsourcing partners’ queries and issues.
• Assist with resolving transition tickets on the Zendesk platform involving issues raised by clients and taking day-to-day inbound calls from clients with transition queries.
• Assist the Consulting Team Leader to prepare management reports and WIP reports for Outsource partners.
• Assist our Consultants with an accurate transcription of data from our source systems into internally developed Excel tools.
• Assist with the review of knowledge base and user guide articles relating to the transition process and system.

Requirements

• Formal degree qualifications in Accounting, Finance, or Business.
• Excellent written and oral communication skills.
• Strong experience dealing directly with customers to resolve business problems, with professional customer service skills.
• Intermediate to Advanced working knowledge of MS Office, in particular MS Excel.
• Ability to meet or exceed set SLA.
• Strong administration skills and attention to detail.
• Ability to work in a team environment.
• Highly organised and detail-oriented.
• Ability to troubleshoot issues and determine resolutions to complex issues and then communicate those resolutions to clients, team members, other staff members, and other stakeholders.

Desirable

• Information Technology/Software qualification.
• Experience working in accounting practices/banking or large administrators.
• Experience in the IT/Software Services industry highly desirable.
• Knowledge of Australian Superannuation and Trust legislation and practice.
• Knowledge of Class or other SMSF administration systems and accounting software.
• Experience in preparing financial statements and accounts for trusts, companies, and partnerships.
• Desire to learn and share knowledge and develop into a Software Consultant.
• The personal drive and enthusiasm to make you stand out from the crowd!

THE CLASS STORY

At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.

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. 

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