Administration Services Officer, PARS Product Admin
About this role
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
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 opportunity for someone who enjoys problem-solving, working with data, and building strong relationships in a fast-paced financial services environment.
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 escalate 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 & Skills
- 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.
Desirable:
- Understanding of Corporate Actions and their impact on cost bases.
- Knowledge of various asset classes and portfolio reconstruction.
- Experience using Iress IPS.
The role will suit someone who thrives in a detail-oriented environment, enjoys working with complex financial data, and is passionate about delivering high-quality outcomes for clients and stakeholders alike.
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.
Company at a glance
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.
At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians.
Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.
Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
Top Benefits
- Flexible and hybrid ways of working
- Employee Share Scheme
- Additional leave
- Wellbeing support
- Enhanced parental leave
- Discounts
- Financial wellbeing support
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