In-specie Transfer Administrator overseeing asset transfers at HUB24. Ensuring compliance and delivering service excellence in financial services environment.
Responsibilities
Oversee the transfer of shares (domestic and international), managed funds, and other assets, ensuring timely and accurate execution
Act as the primary contact for clients, providing updates and resolving enquiries throughout the transfer process
Coordinate asset movements between investment platforms and superannuation products
Manage case tickets and client communications, delivering service excellence
Ensure compliance with company policies and regulatory obligations, maintaining accurate records and documentation
Collaborate with internal teams (Operations, Product, Compliance, IT) and external partners (Dealer Groups, Advisers, Service Providers)
Requirements
Experience with inspecie or asset transfers
Knowledge of financial instruments, products, and platforms
Strong communication skills and a client-focused approach
Understanding of Australian securities, managed funds, and settlement risks
High attention to detail, technical proficiency, and a “can do” attitude
Ability to prioritise, manage time effectively, and work collaboratively within a high-performing team
Tertiary qualifications in a relevant field are highly regarded
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