HUB247 followers19 jobs

Investment Administration Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 weeks agoVerified 3 weeks ago
Pending fitX of Y criteria met

About the job

The Investment Administration Officer job at HUB24 is an exciting opportunity to support the smooth processing of investment operations in a dynamic wealth technology business. This role is vital for ensuring high-quality outcomes for advisers and clients, making a real impact on their experiences. The team thrives on collaboration and innovation, encouraging everyone to share ideas and grow their careers.

You'll be responsible for

💳

Processing cash transactions

Processing and reconciling cash transactions, including direct debits, electronic fund transfers and BPAY payments.
🔄

Investigating cash receipts

Allocating and investigating cash receipts, including SuperStream contributions and rollovers.
📊

Maintaining records

Maintaining rebate and cash movement records within internal administration systems.

Key criteria

💼

Financial services experience

1-2 years of experience in financial services.

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🔍

Attention to detail

Proven ability to analyze and solve problems accurately.

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📊

Knowledge of payment processing

Understanding of Australian banking and payment practices.

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5 criteria for this job
Financial services experience
1-2 years of experience in financial services.

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Attention to detail
Proven ability to analyze and solve problems accurately.

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Knowledge of payment processing
Understanding of Australian banking and payment practices.

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Stakeholder relationship building
Experience collaborating with internal and external partners.

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Continuous improvement mindset
Demonstrated commitment to enhancing operational processes.

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