Platform Administrator

at  Class Super

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)

KEY SKILLS REQUIRED

• Administration experience is essential, preferably in the financial services industry (Experience within Wealth Management products / platforms highly desired)
• Strong written and verbal communication skills
• Self/time management- ability to prioritise and work to agreed schedules.
• A strong client focus with proven service excellence
• High attention to detail, self-motivated and results orientated
• A strong team player with a collaborative working mentality

THE ROLE

We are looking for a Platform Administrator to join our high performing and highly collaborative Platform Administration Operations team, who can deliver fast, high-quality support across a range of areas.
The primary responsibility of this position is to ensure effective platform administration, provide quality service, and maximise customer retention and referral.
The role will cover operations administration associated with transactional and payment processing, including contributions and deposits, fee transactions and deceased estates. You may also be responsible for new client onboarding, adviser changes and fee updates.

KEY RESPONSIBILITIES

• Onboarding new client accounts
• Client Transactional and Payment processing
• Updating administration system relating to transaction and payment processing
• Be a point of contact for clients. Answer incoming calls and assist with client enquiries
• Complete all necessary reports and documentation as directed by advisors and managers
• Maintain adequate and accurate records and file notes.
• Other ad-hoc assignments as and when required

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 REALIZE WE NEEDED!

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.