HUB246 followers34 jobs

Portfolio Administrator

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 4 days agoVerified 5 days ago
Pending fitX of Y criteria met

About the job

Join HUB24 as a Portfolio Administrator on a fixed-term contract and become a vital part of our high-performing Portfolio Administration Services team. This job offers an exciting opportunity to support the growth of our non-custody business while delivering exceptional client service. Enjoy a flexible work environment in our Melbourne CBD office, where creativity and innovation are encouraged, and every team member has the chance to make a real impact.

Meet the team

About the company

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You'll be responsible for

🌟

Delivering high-quality client service

Acting as a key point of contact for portfolio administration queries and ensuring client satisfaction.
🔄

Executing daily portfolio administration tasks

Processing transactions and managing reconciliations to maintain accurate records.
🔍

Identifying process improvements

Contributing to operational efficiency initiatives to enhance portfolio administration services.

Key criteria

📊

Financial services experience

Demonstrated experience within the financial services industry.

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🗂️

Portfolio administration knowledge

Understanding of portfolio administration concepts and practices.

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🔍

Analytical skills

Proven analytical and problem-solving capabilities for operational issues.

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A meaningful career starts with a match

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Financial services experience
Demonstrated experience within the financial services industry.

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Portfolio administration knowledge
Understanding of portfolio administration concepts and practices.

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Analytical skills
Proven analytical and problem-solving capabilities for operational issues.

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Organisational skills
Strong organisational skills to prioritise and meet deadlines effectively.

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Communication skills
Excellent communication and relationship management abilities.

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