Platform Administrator - Managed Portfolios

HUB24 Limited

**
Class platform experience
Portfolio administration
Data reconciliation
** HUB24 Limited is seeking a Platform Administrator for their Managed Portfolio as a Service (MpAS) offering. The role involves end-to-end administration and operational support, with a focus on account setup, data management, and compliance within the wealth management sector. **

Job Summary

  • The role ensures accurate setup, maintenance, and ongoing management of managed portfolio accounts across investment platforms.
  • Candidates must possess strong hands-on experience with the Class platform to perform portfolio mapping and data validation.
  • HUB24 offers a culture that empowers employees to bring ideas to work without bureaucracy while supporting better financial futures.

Matching Summary

Match Score: 75

** HUB24 Limited is seeking a Platform Administrator for their Managed Portfolio as a Service (MpAS) offering. The role involves end-to-end administration and operational support, with a focus on account setup, data management, and compliance within the wealth management sector. **

Skills & Requirements

Must-have

  • Class platform experience
  • Portfolio administration
  • Data reconciliation
  • Corporate actions processing
  • Adviser onboarding

Nice-to-have

  • MDA or managed portfolio services
  • Australian regulatory environment knowledge
  • Continuous improvement mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter