Administer financial platform accounts and process client transactions, payments, transfers, pensions, withdrawals, fees, and reporting. Maintain superannuation and IDPS accounts, support PAYG and ATO TFN reporting, manage deceased estates and adviser changes, respond to client and adviser enquiries, prepare communications, maintain accurate records, and collaborate with internal teams and external providers while meeting compliance and service standards.
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.
HUB24 Limited Sydney, New South Wales, AUS Office
Level 2, 7 Macquarie Place, Sydney, NSW, Australia, 2000
Similar Jobs
Cloud • Information Technology • Security • Software • Cybersecurity
Own post-sales technical support for enterprise customers, act as primary technical contact, troubleshoot complex networking and security issues, drive escalations and mitigations, perform architecture reviews and risk registers, conduct quarterly support reviews, partner with product and engineering, use AI-driven tools to optimize operations, and provide executive communication and incident reporting.
Top Skills:
BgpBrowser Developer ToolsCdnCloudflare ProductsCurlDdos MitigationDigDnsEdge NetworkingFirewallsGreHTTPIpsIpsecOsi ModelOspfPacket CapturesProxiesSaaSThreat IntelligenceTls/SslTracerouteWafWireshark
Artificial Intelligence • HR Tech • Information Technology • Software • Business Intelligence
Win new enterprise customers and expand strategic accounts across a territory. Lead complex, multi-stakeholder SaaS sales cycles from prospecting and discovery through demonstrations, negotiation, contracting, and close. Build executive relationships, develop account plans, coordinate cross-functional teams, maintain Salesforce pipeline forecasts, craft competitive proposals, and consistently exceed revenue quotas.
Top Skills:
Qualtrics 360 XmSaaSSalesforce
Artificial Intelligence • Machine Learning • Natural Language Processing • Software • Conversational AI
Own the APAC/ANZ territory by generating pipeline, managing full-cycle direct and partner co-sell deals, closing new logos, and expanding existing accounts. Sell Deepgram’s technical voice AI platform to engineering, architectural, business, and enterprise buyers. Partner with SDRs, Marketing, Field Engineers, and technology partners; represent Deepgram at industry events; maintain forecasting accuracy; and provide customer and market feedback.
Top Skills:
APIsArtificial Intelligence And Machine LearningCloud ApisDeveloper ToolsInfrastructure PlatformsSpeech-To-Text (Stt)Text-To-Speech (Tts)Voice Ai
What you need to know about the Sydney Tech Scene
From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.
