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.



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