Platform Administrator - Expressions of Interest

HUB24 Limited; Sydney; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Flexible and hybrid working

Employee Share Scheme

Additional leave and wellbeing support

Enhanced parental leave

Job summary

HUB24 Limited in Sydney is seeking a Platform Administrator to help ensure smooth platform operations and deliver high-quality service to clients and advisers. You will work closely with internal teams and external stakeholders, including financial advisers and dealer groups, to process transactions, maintain records, and drive client satisfaction.

This role offers a genuinely flexible and hybrid working arrangement, exposure to the wealth management ecosystem, and the chance to grow your career

Qualifications

• 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 accuracy.
• Excellent communication and stakeholder management.
• Ability to manage competing priorities and meet deadlines.
• Strong problem-solving and time management capabilities.
• Team-focused and collaborative.
• Intermediate Microsoft Office skills.
• Tertiary qualifications desirable.

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.

Skills

Financial services experience

Financial products knowledge

Attention to detail

Stakeholder management

Time management

Problem solving

Teamwork

MS Office

Education

Tertiary qualifications desirable

Job 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

• 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

HUB24 is regularly hiring Platform Administrators to join our growing team in Sydney CBD. If you're looking to grow your career in financial services and thrive in a collaborative, client-focused environment, we’d love to hear from you.

As a Platform Administrator, you’ll play a key role in ensuring effective platform operations and delivering quality service that drives customer retention and referrals. You’ll work closely with internal teams and external stakeholders including financial advisers, dealer groups, and service providers.

What You’ll Be Doing

• 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

What You Bring

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

Experience & Skills

• 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
• Tertiary qualifications (desirable)

Our process

• 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.