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Investor Services Officer – Customer Operations
Netwealth - See Wealth Differently (ASX:NWL). Process investment and superannuation administration activities accurately and efficiently .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment and superannuation administration, with a strong focus on process improvement, compliance, and delivering exceptional client service. Possesses analytical and problem-solving skills essential for resolving transaction queries and maintaining high-quality standards.
Highest-signal resume keywords
Investment AdministrationSuperannuation AdministrationAnalytical SkillsStakeholder ManagementProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingReconciliationsForeign Currency TransactionsAccount ClosuresWithdrawalsAsset MovementsContribution AdjustmentsRollover AdjustmentsFamily Law SplitsHigh-Volume Processing
Soft Skills
Attention to DetailProblem-SolvingCommunicationCollaborationAccountability
Industry Keywords
Financial ServicesBankingInvestmentsSuperannuationRegulated Environments
About the role
Key responsibilities & impact- Process investment and superannuation administration activities accurately and efficiently
- Investigate and resolve transaction queries and exceptions
- Work closely with advisers, clients and internal stakeholders
- Maintain high standards of quality, risk management and compliance
- Contribute to process improvement initiatives that enhance customer outcomes
- Build expertise across Netwealth products, systems and operational processes
- Deliver exceptional service to clients and advisers
- Support one of three specialist teams: Super Payments, Wrap Payments, or Adjustments
- Process payments, withdrawals, account closures, reconciliations, foreign currency transactions, recontributions, asset movements, contribution and rollover adjustments, or family law splits, depending on team assignment
Requirements
What you’ll need- Experience in operations, administration, processing or customer service environments
- Exceptional attention to detail
- Strong analytical and problem-solving skills
- Excellent communication and stakeholder management skills
- Ability to learn new systems and processes quickly
- Collaborative, accountable and solutions-focused mindset
- Passion for continuously improving how work gets done
- Experience in financial services, banking, investments or superannuation is advantageous
- Knowledge of investment or superannuation administration processes is advantageous
- Experience working in high-volume or regulated environments is advantageous
- Must be located in Melbourne, Victoria, or be planning to relocate to Melbourne
- Must have working rights in Australia
Benefits
Comp & perks- Paid parental leave
- Fully funded school holiday program
- CU Health (virtual healthcare)
- Income protection
- Flu shots
- Wellness weeks
- Retail discounts
- Financial wellbeing services
- Social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
- Paid volunteering
- Netwealth Impact Group
- Flexible hybrid model with 4 days in the office each fortnight
- Contemporary office facilities
- End-of-trip amenities in Melbourne
- Daily breakfast in Melbourne
- Further education and diverse training opportunities
- Support for internal mobility