
In-Specie Transfer Administrator
HUB24 Limited
full-time
Posted on:
Location Type: Office
Location: Sydney • Australia
Visit company websiteExplore more
About the role
- 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
Benefits
- Innovative work culture
- Support for employee ideas and creativity
- Commitment to empowering better financial futures
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
inspecie transfersasset transfersfinancial instrumentsmanaged fundssettlement risks
Soft Skills
communication skillsclient-focused approachattention to detailtime managementcollaboration
Certifications
tertiary qualifications