- Location
- Sydney - 5 Martin Place, Australia
- Workplace
- Hybrid
- Type
- Part-time
- Department
- Finance
- Closing date
- Today
- Source
- Workday
Description
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 detail-oriented, curious about financial services operations, and looking for a part-time (2 days pw) opportunity where your work genuinely matters?
As an Investment Administration Officer at HUB24, you’ll support the smooth and accurate processing of cash movements, reconciliations, payments and rebates across our investment operations. You’ll work with internal teams and external partners to help deliver high-quality outcomes for clients, while also contributing ideas to improve the way we work. This role would suit someone who enjoys solving problems, working with detail and being part of a collaborative team that values accuracy, service and continuous improvement.
What you’ll be doing
- Allocate and reject client cash payments, including SuperStream deposits.
- Support reconciliation and settlement of cash received into custody.
- Investigate and allocate unknown deposits, including managing unclaimed monies where required.
- Process direct debit, electronic funds transfer and BPAY transactions.
- Process, validate and follow up rebate payments from Fund Managers, Portfolio Providers and other relevant entities.
- Update administration systems relating to rebates and cash movements.
- Follow HUB24 processes, procedures and compliance obligations.
- Proactively contribute to process improvements and look for smarter, more effective ways of working.
What you bring
You don’t need to tick every box, but experience in the below will set you up for success.
Experience & Skills
- Minimum 1 to 2 years’ experience in financial services, or completion of a related qualification.
- Strong attention to detail and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to build trusted working relationships and establish professional credibility.
- Knowledge of Australian banking and payment processing.
- Understanding of financial products or instruments in the domestic market, with cash experience highly desirable.
- A commitment to high standards of client service, continuous improvement and delivering quality outcomes.
- A flexible, agile and calm approach when working in a fast-moving environment or under pressure.
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.
