Platform Administrator - Managed Portfolios

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Class platform experience essential
Managed portfolio account administration
Data feed reconciliation skills
** HUB24 is seeking a Platform Administrator for its Managed Portfolios service, focusing on end-to-end administration and operational support. The ideal candidate will have significant experience in platform administration, particularly with Class, and will work closely with advisers and custodians to ensure compliance and service quality. **

Job Summary

  • The role ensures accurate setup, maintenance, and ongoing management of managed portfolio accounts across investment platforms and Class.
  • Candidates will coordinate end-to-end adviser onboarding while managing data feeds between platforms, custodians, and third-party providers.
  • HUB24 offers a culture that empowers employees to bring creativity to work without being bogged down in bureaucracy.

Matching Summary

Match Score: 75

** HUB24 is seeking a Platform Administrator for its Managed Portfolios service, focusing on end-to-end administration and operational support. The ideal candidate will have significant experience in platform administration, particularly with Class, and will work closely with advisers and custodians to ensure compliance and service quality. **

Skills & Requirements

Must-have

  • Class platform experience essential
  • Managed portfolio account administration
  • Data feed reconciliation skills
  • Corporate actions processing
  • Adviser onboarding coordination

Nice-to-have

  • MDA or managed portfolio service knowledge
  • Australian regulatory environment awareness
  • Continuous improvement mindset
  • Strong stakeholder communication
  • Investment product workflow understanding

Key Requirements

  • Demonstrated experience in platform administration within wealth management
  • Strong hands-on experience with Class software
  • Experience supporting adviser onboarding and practice transitions

Work Rights

Not specified

Tailored Resume

Cover Letter