A BIT ABOUT US
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.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
The role
Our Custody Platform Administration team is looking for a Team Leader for New Business & Client Onboarding. You will be responsible for training, coaching and developing a team of Platform Administrators whilst running regular reviews of the quality of services delivered, efficiency, accuracy and timeliness of team tasks. The position requires positive and proactive interaction with internal and external clients including Operational Teams, Product, Compliance & Risk, Finance, IT, Dealer Groups, Financial Advisers, Retail clients and Service Providers of HUB24. You will be responsible for ensuring effective service outcomes are achieved through seamless client interaction and provide subject matter expertise and technical support to team members on process, product and systems.
Key responsibilities
Provide daily oversight and management to team on all task process and aspects of New Business and Account Onboarding and assign, monitor and track progress of daily workflow tasks.
Work with team towards achieving Operational group goals, objectives and service levels.
Assist team members with business-as-usual processing activities and tasks and provide regular updates in product and process change.
Monitor individual performance on knowledge of process, product and systems and provide feedback when required.
Provide problem solving subject matter expertise to support and coach team members.
Be an escalation point to internal and client escalations and answer technical enquiries from a Product and Service perspective.
Participate in management discussions, providing feedback and technical expertise on process enhancements and process or product training needs.
Monitor and regularly review processes, quality of service, efficiency, and timelines of team tasks to ensure adequate controls are in place and in accordance with agreed resolution timeframes.
Proactively review current business procedures- ensure documentation current, accessible to team and facilitate the introduction of new processes.
Assist individuals adapt in an environment of ongoing change, including maintaining open communication within the team, supervisors and the executive team.
Support a service excellence team culture, with development on aspiring to a seamless service experience across the various communication channels.
Key requirements
3-5 years experience within Financial Services (Wealth Management Operations preferred).
Account onboarding experience including an understanding of AML procedures and KYC requirements.
An understanding of complex trusts and an ability to read trust deeds.
Previous experience mentoring and coaching a team.
Proven client service experience and an understanding of various financial products/instruments available in the domestic market.
Strong communication skills both written & verbal.
Commitment to high standards of client service with a balanced focus on the commercial priorities of the business.
A continual improvement mindset and a desire and willingness to strive to achieve optimal results.
A flexible and agile approach that enables them to effectively respond in a fast-moving and changing environment.
A calm and considered demeanour when working under pressure to meet deadlines or deal with difficult situations.
Benefits and Perks:
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to internal and external learning: Learn, grow, and develop with us.
Added 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.
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 CircleBack 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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