Assistant Analyst - Asset Transfers
About the job
The Assistant Analyst job at Netwealth is an exciting opportunity to be part of a dynamic team that is shaping the future of wealth in Australia. This position plays a crucial role in facilitating asset transfers, ensuring a smooth process for clients and stakeholders. The team thrives on collaboration, innovation, and a commitment to making a meaningful impact.
You'll be responsible for
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Facilitating asset transfers
Playing a pivotal role in the Asset Transfers team to ensure smooth processing of transfer instructions.🤝
Interacting with stakeholders
Working with external stakeholders and advisers to initiate, validate, and process paperwork.❓
Addressing inquiries
Dealing with questions about current and new asset transfer work items.Key criteria
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Understanding of securities and assets
Solid knowledge of domestic and international securities, bonds, and managed funds.View
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Capital Gains tax knowledge
Sufficient understanding to review Cost Base information for transfers.View
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WRAP platform experience
Experience with WRAP platforms is highly regarded.View
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