Netwealth - See Wealth Differently (ASX:NWL)1 follower20 jobs

Assistant Analyst - Asset Transfers

JuniorFull-timeHybridMelbourne VIC, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

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.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms

You'll be responsible for

🔄

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

📈

Understanding of securities and assets

Solid knowledge of domestic and international securities, bonds, and managed funds.

View

💼

Capital Gains tax knowledge

Sufficient understanding to review Cost Base information for transfers.

View

🖥️

WRAP platform experience

Experience with WRAP platforms is highly regarded.

View

View more

A meaningful career starts with a match

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Understanding of securities and assets
Solid knowledge of domestic and international securities, bonds, and managed funds.

View

Capital Gains tax knowledge
Sufficient understanding to review Cost Base information for transfers.

View

WRAP platform experience
Experience with WRAP platforms is highly regarded.

View

Strong communication skills
Ability to provide clear information to stakeholders and advisers.

View

Attention to detail
Thorough review of forms to ensure accuracy and address errors.

View

Similar jobs

View all
Busways Group
Busways Group
Asset Administration AssistantPymble, NSW · Contract
The Asset Administration Assistant position at Busways’ Pymble Head Office is an exciting opportunity for individuals ready to bring their skills to a supportive and collaborative team. This job plays a crucial role in managing asset records, maintenance systems, and administrative tasks, ensuring everything runs smoothly and efficiently. The team values flexibility and fosters a positive work environment, making it a great fit for those looking to grow in their careers.
Metcash
Metcash
Assistant Commercial AnalystSydney, NSW · Full-time
As an Assistant Commercial Analyst at Metcash, you will play a vital role in supporting day-to-day commercial finance operations. Your contributions will empower independent businesses and local communities, making a real difference in their success. The team thrives on collaboration and values personal growth, offering a hybrid working model that promotes flexibility and work-life balance.
Netwealth - See Wealth Differently (ASX:NWL)
Netwealth - See Wealth Differently (ASX:NWL)
Assistant Analyst - Operations GovernanceMelbourne, VIC · Full-time
The Assistant Analyst job at Netwealth is an exciting opportunity to join a dynamic team that is shaping the future of wealth in Australia. This role is crucial in supporting governance activities, ensuring compliance, and enhancing customer outcomes. The team values collaboration, curiosity, and continuous improvement, creating an environment where everyone can thrive and contribute meaningfully.
JLL
JLL
Assistant Facilities Manager – CasualCanberra, ACT · Full-time
The Assistant Facilities Manager at JLL plays a vital role in shaping the future of real estate by delivering exceptional facilities management services across diverse property types. This job is an incredible opportunity to build strong relationships, ensure compliance and safety, and coordinate maintenance activities while working in a supportive and inclusive environment. Join a team that values your contributions and empowers you to thrive in your career.