Administration Services Officer

HUB24; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible and hybrid work

Employee Share Scheme

Parental leave

Wellbeing support

Discounts & financial wellbeing

Job summary

HUB24 is seeking an Administration Services Officer to support Product Administration with data, tax reporting, and platform operations in a fast-paced financial services environment.

The role can be based in Sydney or Melbourne with hybrid working up to 3 days per week. You will handle client correspondence, account maintenance, and CGT data reconstruction while driving process improvements and ensuring data integrity.

Qualifications

• Experience in the financial services industry.
• Strong analytical and problem-solving skills with the ability to interpret data and investigate issues.
• Excellent organisational skills with the ability to prioritise competing deadlines.
• Strong written and verbal communication skills and the ability to build effective stakeholder relationships.
• Ability to work independently while contributing positively to a collaborative team environment.
• Intermediate Microsoft Office skills, particularly Outlook, Excel and Word.
• A proactive mindset with a focus on continuous improvement and service excellence.
• Understanding of Corporate Actions and their impact on cost bases.
• Knowledge of various asset classes and portfolio reconstruction.
• Experience using Iress IPS.

Responsibilities

• Deliver outstanding service and act as a key point of contact for Product Administration enquiries.
• Prepare and manage client correspondence and account maintenance requests.
• Investigate, resolve and elevate operational issues in a timely manner.
• Reconstruct historical cost base information to support CGT reporting requirements.
• Analyse and interpret complex data, identifying and resolving discrepancies.
• Support quarterly and annual tax reporting processes and liaise with external providers.
• Calculate and process client-facing and platform service fees.
• Manage account closures and support MDA compliance, monitoring and reversion activities.
• Partner with Reconciliations and Corporate Actions teams to ensure data integrity and service quality.
• Contribute to process improvement initiatives, risk management activities and regulatory compliance obligations.

Skills

Financial services

Analytical skills

Communication

Organisational skills

Stakeholder management

MS Office

Data interpretation

Iress IPS

Tools

Iress IPS

Job description

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 this is an exciting opportunity

Join HUB24 as an Administration Services Officer and play a key role in delivering exceptional service and operational support across our Product Administration team.

This is a fantastic, permanent opportunity for someone who enjoys problem-solving, working with data, and building strong relationships in a fast-paced financial services environment.

We're looking for someone who can hit the ground running and join the team as soon as possible. The role can be based in Martin Place, Sydney or William Street, Melbourne, with flexibility to work from home up to 3 days per week!

You’ll be responsible for a broad range of administration activities that support client outcomes, tax reporting, data integrity, and platform operations, while contributing to continuous improvement initiatives that help drive service excellence across the business.

What you’ll be doing

• Deliver outstanding service and act as a key point of contact for Product Administration enquiries.
• Prepare and manage client correspondence and account maintenance requests.
• Investigate, resolve and elevate operational issues in a timely manner.
• Reconstruct historical cost base information to support CGT reporting requirements.
• Analyse and interpret complex data, identifying and resolving discrepancies.
• Support quarterly and annual tax reporting processes and liaise with external providers.
• Calculate and process client-facing and platform service fees.
• Manage account closures and support MDA compliance, monitoring and reversion activities.
• Partner with Reconciliations and Corporate Actions teams to ensure data integrity and service quality.
• Contribute to process improvement initiatives, risk management activities and regulatory compliance obligations.

What you bring

You don’t need to tick every box, but experience in the below will set you up for success.

• Experience within the financial services industry.
• Strong analytical and problem‑solving skills with the ability to interpret data and investigate issues.
• Excellent organisational skills with the ability to prioritise competing deadlines.
• Strong written and verbal communication skills and the ability to build effective stakeholder relationships.
• Ability to work independently while contributing positively to a collaborative team environment.
• Intermediate Microsoft Office skills, particularly Outlook, Excel and Word.
• A proactive mindset with a focus on continuous improvement and service excellence.
• Understanding of Corporate Actions and their impact on cost bases.
• Knowledge of various asset classes and portfolio reconstruction.
• Experience using Iress IPS.

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.