Netwealth - See Wealth Differently (ASX:NWL)1 follower23 jobs

Investor Services Officer

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 4 days agoVerified 6 days ago
Pending fitX of Y criteria met

About the job

The Investor Services Officer job at Netwealth is an exciting opportunity to be part of a dynamic Customer Operations team that plays a vital role in delivering high-quality outcomes for advisers and clients. This position allows individuals to contribute to operational excellence while developing valuable expertise in financial services. The team fosters a collaborative and supportive environment, encouraging personal growth and career development.

Meet the team

About the company

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You'll be responsible for

📈

Processing investment and superannuation administration activities

Process investment and superannuation administration activities accurately and efficiently to deliver seamless experiences.
⚖️

Managing workload

Manage a high-volume workload while meeting service and quality standards to ensure operational excellence.
🤗

Supporting stakeholders

Support advisers, clients, and internal stakeholders to deliver positive outcomes and enhance customer experience.

Key criteria

📊

Investment and superannuation administration experience

Demonstrated experience in processing investment and superannuation activities.

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🔍

Strong attention to detail

Proven ability to maintain accuracy in high-volume tasks.

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📅

Excellent organisational skills

Experience managing competing priorities effectively in a fast-paced environment.

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A meaningful career starts with a match

Apply on Netwealth - See Wealth Differently (ASX:NWL)
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5 criteria for this job
Investment and superannuation administration experience
Demonstrated experience in processing investment and superannuation activities.

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Strong attention to detail
Proven ability to maintain accuracy in high-volume tasks.

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Excellent organisational skills
Experience managing competing priorities effectively in a fast-paced environment.

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Strong communication skills
Demonstrated ability to engage with stakeholders and clients positively.

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Problem-solving skills
Proven capability to investigate and resolve operational issues efficiently.

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