Netwealth - See Wealth Differently (ASX:NWL)1 follower21 jobs

Investor Services Officer - Adjustments Team

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 1 month agoVerified 1 month ago
Pending fitX of Y criteria met

About the job

The job at Netwealth is about joining a dynamic team that is shaping the future of wealth in Australia. This opportunity is crucial for delivering high-quality outcomes for advisers and clients, particularly within the Adjustments Team, which handles complex activities across the Payments function. The team values collaboration, curiosity, and a proactive mindset, creating an environment where everyone can thrive and contribute to meaningful solutions.

You'll be responsible for

🔍

Processing and investigating transactions

Process and investigate complex investment, superannuation and payments transactions.
📊

Managing reconciliation activities

Manage reconciliation activities, exceptions and adjustment-related casework.
🧩

Analyzing issues and determining resolutions

Analyse issues, identify root causes and determine appropriate resolutions.

Key criteria

🔍

Analytical problem-solving skills

Proven experience in investigating complex issues and discrepancies.

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📊

Reconciliation experience

Demonstrated experience managing reconciliation activities in financial services.

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💼

Payments knowledge

Experience with payments processes and operations in regulated environments.

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View more

Meet the team

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5 criteria for this job
Analytical problem-solving skills
Proven experience in investigating complex issues and discrepancies.

View

Reconciliation experience
Demonstrated experience managing reconciliation activities in financial services.

View

Payments knowledge
Experience with payments processes and operations in regulated environments.

View

Organisational skills
Strong ability to manage competing priorities in a high-volume setting.

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Collaborative communication
Excellent communication skills for effective stakeholder engagement.

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