Platform Administrator - Managed Portfolios

24

Not specified
Class platform experience essential
Managed portfolio account administration
Data feed reconciliation across systems
HUB24 is seeking a Platform Administrator for their Managed Portfolio as a Service (MpAS) offering. The role involves overseeing the administration and operational support of managed portfolio accounts, with a focus on onboarding advisers, maintaining data quality, and ensuring compliance

Job Summary

  • The role ensures accurate setup, maintenance, and ongoing management of managed portfolio accounts across investment platforms.
  • HUB24 is a leading provider of integrated platform, technology, and data solutions in the wealth industry.
  • Candidates must maintain audit-ready records and ensure compliance with internal policies and regulatory obligations.

Matching Summary

Match Score: 85

HUB24 is seeking a Platform Administrator for their Managed Portfolio as a Service (MpAS) offering. The role involves overseeing the administration and operational support of managed portfolio accounts, with a focus on onboarding advisers, maintaining data quality, and ensuring compliance.

Skills & Requirements

Must-have

  • Class platform experience essential
  • Managed portfolio account administration
  • Data feed reconciliation across systems
  • Mandatory corporate actions processing
  • Adviser onboarding and practice transitions

Nice-to-have

  • MDA or managed portfolio services knowledge
  • Australian regulatory environment understanding
  • Continuous improvement of operational processes
  • Strong stakeholder management skills

Key Requirements

  • Demonstrated experience in platform administration within wealth management
  • Hands-on experience with Class platform
  • Experience managing data feeds and reconciliations
  • Direct experience processing mandatory corporate actions

Work Rights

Not specified

Tailored Resume

Cover Letter