Asset Transfer Analyst

1 month ago

Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

Netwealth is a leading fintech company that delivers innovative wealth management solutions. Our mission is to empower individuals to achieve financial freedom and discover a brighter future.

The Opportunity

We are seeking an experienced Analyst to join our Asset Transfers team. As a key member of our team, you will be responsible for managing assigned transitions cases from start to finish, including liaison with external parties, validation of paperwork, asset valuation, and import of relevant cost base details.

As part of your role, you will work closely with various third parties, including fund managers, registries, and advisers, to ensure seamless coordination and the best possible outcome for clients.

Key Responsibilities
  • Manage transitions cases from start to finish, including liaison with external parties and validation of paperwork.
  • Coordinate with third parties to ensure seamless transfer of assets.
  • Validate and import relevant cost base details.
  • Work closely with fund managers, registries, and advisers to ensure the best possible outcome for clients.
Requirements
  • Solid understanding of ASX securities, bonds, managed funds, and other unlisted assets.
  • Sufficient knowledge of Capital Gains tax to review and determine additional information required.
  • WRAP platform experience is highly regarded.
  • Experience within the finance industry is desirable.
What We Offer

At Netwealth, we prioritize the growth and well-being of our employees. We offer a range of benefits, including flexible working arrangements, access to further education and training, and a supportive work environment.

We are committed to diversity and inclusion and welcome applications from candidates from diverse backgrounds.

  • Asset Transfer Support Specialist

    1 month ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Asset Transfer Support AnalystOur client, a global tier-one Wealth Management firm, is seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract.This role sits within the Australian Operations Team and involves a diverse set of responsibilities, including correctly settling and recording transactions,...

  • Asset Transfer Specialist

    1 month ago

    Melbourne, Victoria, Australia netwealth Full time

    About the RoleWe are seeking a highly skilled and detail-oriented individual to join our Asset Transfers team as an Analyst. As a key member of our team, you will be responsible for managing assigned transitions cases from start to finish, ensuring seamless coordination with external parties and internal stakeholders.Key ResponsibilitiesManage transitions...

  • Asset Transfer Specialist

    4 days ago

    Melbourne, Victoria, Australia Sanderson Solutions International Full time

    Role Overview: Sanderson Solutions International is seeking a dedicated Client Asset Transfer Specialist to join their country-wide Operations Team.This role is vital in facilitating the client asset transfer process, primarily focusing on listed equity and managed funds.You will serve as the key liaison among advisors, overseas Operations, and local...

  • Asset Transfer Support Specialist

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Summary:We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds) and facilitating all necessary transfer forms as per respective counterparty requirements.Key...

  • Asset Transfer Support Specialist

    3 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Summary:We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds) and be the key liaison point in between our advisors, Overseas Operations, and the local...

  • IT Business Analyst

    4 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will be responsible for building and maintaining user requirements for systems across our organization and its entities.The successful candidate will have a solid understanding of Information Systems principles,...

  • IT Business Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will play a crucial role in establishing and maintaining user requirements for various systems.As an IT Business Analyst, you will be responsible for identifying opportunities and issues where IT...

  • Transfers Specialist

    2 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...

  • Transfers Specialist

    2 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...

  • Transfers Specialist

    3 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...

  • Transfers Specialist

    3 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...

  • Transfers Specialist

    1 week ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...

  • Transfers Specialist

    3 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the accurate and timely processing of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely...

  • IT Business Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Ltd Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management Ltd. As a key member of our IT department, you will be responsible for building and maintaining user requirements for systems across our organization and its entities.The successful candidate will have a solid understanding of Information Systems...

  • IT Business Analyst

    4 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will play a crucial role in establishing and maintaining user requirements for various systems.As an IT Business Analyst, you will be responsible for identifying opportunities and issues where IT...

  • Transfers Specialist

    2 weeks ago

    Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

    About the RoleWe are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...

  • IT Business Analyst

    4 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will be responsible for establishing and maintaining user requirements for various systems, identifying opportunities and issues where IT solutions can enhance business operations or specific team...

  • IT Business Analyst

    1 month ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will be responsible for establishing and maintaining user requirements for various systems, identifying opportunities and issues where IT solutions can enhance business operations or specific team...

  • IT Business Analyst

    1 month ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will be responsible for establishing and maintaining user requirements for various systems, identifying opportunities and issues where IT solutions can enhance business operations or specific team...

  • IT Business Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Warakirri Asset Management Full time

    About the RoleWe are seeking a highly skilled IT Business Analyst to join our team at Warakirri Asset Management. As a key member of our IT department, you will be responsible for establishing and maintaining user requirements for various systems, identifying opportunities and issues where IT solutions can enhance business operations or specific team...