Platform Operations Specialist – WealthTech (Hybrid)

Hub24 Management Services Pty Ltd; Sydney; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible working

Employee Share Scheme

Additional leave

Enhanced parental leave

Wellbeing discounts

Job summary

HUB24 is seeking a Platform Administrator in Sydney CBD to support day-to-day platform operations and client services. You will work with financial advisers, dealers, and service providers to ensure smooth processing and accurate records.

Join a collaborative team in a hybrid work environment and help deliver high-quality service, reporting, and documentation while maintaining compliance with regulatory requirements.

Qualifications

• Experience in financial services or platform/operations role.
• Strong attention to detail and accuracy.
• Excellent communication and stakeholder management skills.
• Ability to manage competing priorities and meet deadlines.

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

Platform/operations experience

Stakeholder management

Attention to detail

Communication

Time management

Education

Tertiary qualifications (desirable)

Tools

Microsoft Office

Job description

HUB24 is seeking a Platform Administrator in Sydney CBD to support day-to-day platform operations and client services. You will work with financial advisers, dealers, and service providers to ensure smooth processing and accurate records.

Join a collaborative team in a hybrid work environment and help deliver high-quality service, reporting, and documentation while maintaining compliance with regulatory requirements.