Analyst – Individual HIN Operations

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The opportunity

Were looking for an Analyst to join our newly formed Individual HIN (Holder Identification Number) Operations team. This is a unique opportunity to work on a new specialised service supporting private wealth and banking clients on the Netwealth platform.

Youll be responsible for delivering timely highquality outcomes while working across multiple systems tools and databases. Youll manage complex ASX asset administration and corporate actions communicate clearly and effectively with advisers and internal stakeholders and confidently balance shifting prioritiesalways keeping the client experience front of mind.

What youll be doing

In this role youll be responsible for the accurate and timely administration of Individual HIN assets including:

• Onboarding new IHIN accounts and transferring existing HINs into the service

• Processing ASX trading activity income redemptions and corporate actions

• Verifying reconciling and importing ASX transactions

• Reviewing and validating Limited Powers of Attorney (LPOA)

• Meeting agreed servicing timeframes and SLAs in a fastpaced environment

• Contributing to process improvements documentation and system enhancements

• Working collaboratively with stakeholders to deliver a clientcentric servicefirst experience

To be successful in this role youll bring:

• Experience in financial services ideally within investment or operational environments

• A Bachelors degree in Commerce or a related discipline (preferred)

• Strong accountability ownership and attention to detail

• Clear written and verbal communication skills with the ability to explain requirements and rationale to different audiences

• The ability to manage competing priorities in a dynamic environment

Wed love to hear from you if you also have experience with:

• A brokerage or stockbroking firm

• Investment operations on another platform

• Prior exposure to the Netwealth platform

• Understanding and confidence in AML / KYC processes

• ASX asset administration including corporate actions trading operations or income tax components

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your 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 (Development and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

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. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

IC