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About the Role
HUB24 is regularly hiring Platform Administrators to join our growing team in Sydney CBD. This role plays a key part in ensuring effective platform operations and delivering quality service that drives customer retention and referrals. You will work closely with internal teams and external stakeholders including financial advisers, dealer groups, and service providers.
Responsibilities
- Process a wide range of client transactions, including contributions, withdrawals, transfers, pension payments, and account closures
- Maintain and update platform records, including superannuation and IDPS accounts
- Support fee processing, savings plans, and adviser changes
- Act as a key point of contact for client and adviser enquiries, delivering timely and accurate responses
- Produce client and adviser communications and reporting
- Liaise with internal teams and external service providers to resolve queries and ensure service delivery
- Manage client relationships and provide a consistently high level of service
- Ensure compliance with internal procedures, regulatory requirements, and risk controls
- Maintain accurate records, documentation, and file notes
Requirements
- Experience in financial services or a similar platform/operations role
- Understanding of financial products, platforms, and the financial planning industry
- Strong attention to detail and high level of accuracy
- Excellent communication and stakeholder management skills
- Ability to manage competing priorities and meet deadlines
- Strong problem-solving and time management capabilities
- Team-focused with the ability to work collaboratively
- Intermediate Microsoft Office skills
Skills
- Financial services
- Platform operations
- Financial products
- Financial platforms
- Financial planning industry
- Attention to detail
- Accuracy
- Communication
- Stakeholder management
- Managing competing priorities
- Meeting deadlines
- Problem-solving
- Time management
- Collaboration
- Microsoft Office
Location
- Sydney CBD
Work Type
- Flexible
- Hybrid
Education Level
- Tertiary qualifications (desirable)
Benefits
- 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
About the Company
- HUB24 is 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.
Equal Opportunity
- 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.