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.
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 clientsProcess transactions from source documentation into Class SoftwareCalculating and processing ad-hoc invoice payments for SMSF clientsProcess transactions for Trustees, benefits transfers, pensions, contributions and benefits payments on behalf of membersChecking and maintaining data integration and identify automation and efficiency improvementAssist with preparation of audit papers and assist with external auditor queries.About youMinimum 1 year in a similar role in an accounting practice or SMSF administration firmPractical knowledge of Class / NowInfinity software preferredASIC Corporate Compliance experience or knowledge preferredHigh attention to detailStrong Client Service skillsProfessional and approachable telephone mannerGood written and oral EnglishWe 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.
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