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Analyst – Individual HIN Operations
About the job
The Analyst job at Netwealth is an exciting opportunity to join a newly formed Individual HIN Operations team. This position plays a crucial role in delivering high-quality outcomes for private wealth and banking clients on the Netwealth platform. The team thrives on collaboration, innovation, and a client-centric approach, making it a great fit for those who want to make a real impact in the financial services industry.
You'll be responsible for
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Onboarding new IHIN accounts
Managing the onboarding of new Individual HIN accounts and transferring existing HINs into the service.📈
Processing ASX trading activity
Handling ASX trading activity, income, redemptions, and corporate actions efficiently.🔧
Contributing to process improvements
Working collaboratively with stakeholders to enhance processes, documentation, and systems for a better client experience.Key criteria
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Experience in financial services
Demonstrated experience in investment or operational environments.View
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Bachelor’s degree in Commerce
Preferred educational background for this analyst job.View
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Strong attention to detail
Proven ability to manage complex tasks accurately.View
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