HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
This is an opportunity to be part of our SMSF Access Product, providing an affordable solution designed to meet the needs of clients wishing to derive the benefits of a SMSF without the associated cost and complexity.
It is the first initiative to come out of the acquisition of CLASS by HUB24 and is already garnering much hype and interest in the market. This is your opportunity to join HUB24 operations and be part of a newly established team that services this product, leveraging CLASS technology and HUB24 investment arm.
In this role you will be responsible for providing the highest quality SMSF fund administration and client service to internal and external stakeholders.
This role is responsible for a range of core SMSF fund administration activities including:
- Prepare establishment documents for new Self-Managed Superannuation Funds (SMSFs)
- Process taxation notices and prepare correspondence to clients
- Process transactions from source documentation into Class Software
- Calculating and processing ad-hoc invoice payments for SMSF clients
- Process transactions for Trustees, benefits transfers, pensions, contributions and benefits payments on behalf of members
- Checking and maintaining data integration and identify automation and efficiency improvement
- Assist with preparation of audit papers and assist with external auditor queries.
About you
- Minimum 1 year in a similar role in an accounting practice or SMSF administration firm
- Practical knowledge of Class / NowInfinity software preferred
- ASIC Corporate Compliance experience or knowledge preferred
- High attention to detail
- Strong Client Service skills
- Professional and approachable telephone manner
- Good written and oral English
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
HUB24 Employee Benefits
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
“Delivering innovation that creates value for you and your clients”
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
What We Do
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.
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