Investor Services Officer

About Netwealth

Netwealth is more than a company; it is a catalyst for change inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999 Netwealth has grown rapidly driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach unburdened by bureaucracy allowing us to adapt quickly to meet the needs of our clients.

At Netwealth our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our valuesCurious Optimistic Courageous Collaborative Agile and Genuineare the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity:

Are you passionate about delivering exceptional client experiences and keen to grow your career in financial services

Join our #Agile Service Administration & Support (SAS) team!

SAS is the engine room of Netwealths operations supporting our Superannuation Wrap Services and Global Specialist Series products.

As the first point of contact for advisers members and investors SAS is committed to service excellence and operational precision.

Our department is structured into six functional teams and four core divisions offering diverse career pathways and a strong learning culture.

We value curiosity connection and capability and were looking for someone who shares these values.

We are hiring for x2 full time & x2 part time positions!

What youll do:

• Deliver accurate and timely administration across key SAS functions.

• Support client and adviser interactions via phone and email.

• Collaborate with internal teams and external providers.

• Participate in system testing and process improvements.

• Handle outbound calls and emails professionally and helpfully.

• Engage in training and development to build product expertise.

• Provide responsive support to internal stakeholders.

• Demonstrate Netwealths values through professional behaviour.

This role is ideal for someone who thrives in a fast-paced environment enjoys problem-solving and is eager to grow within a supportive and collaborative culture.

What Youll Bring:

• Experience in adviser onboarding and administration.

• Strong communication skills both written and verbal.

• High attention to detail and data accuracy.

• Ability to prioritise escalate and manage competing demands.

• A customer-first mindset and collaborative approach.

• Experience in financial services or similar (desirable).

Life At Netwealth

At Netwealth our people are our greatest strength. We invest in our employees at every stage of life because when youre at your best so are we.

Were committed to your growth offering access to further education diverse training opportunities and strong support for career development. Were proud to be recognised as one of the top 5 companies in Australia for Career Development endorsed by WORK180.

Were big on internal fact 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health wellbeing and personal development including:

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: Social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Developing and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. Were also proudly certified by Work180 Family Friendly Workplaces and Great Place to Work.

If youre excited about this opportunity but dont meet every requirement we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process please contact us at .

Required Experience:

Unclear Seniority