Financial Operations Specialist

3 weeks ago

Melbourne, Victoria, Australia Netwealth Full time

About Netwealth

We are a forward-thinking company that empowers individuals to take control of their wealth. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

With a strong entrepreneurial spirit, we have grown rapidly since our founding in 1999. Our NextGen superannuation and investment technology exemplify our agile approach, 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 values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world.

The Opportunity

This role offers the opportunity to join a dynamic team as a Corporate Actions Analyst responsible for reviewing ASX company announcements, Fund Manager communications, and other notifications received, determining their materiality and deciding if it requires communication to clients and advisers.

CORPORATE ACTION EVENTS INCLUDE (BUT NOT LIMITED TO): Capital raising events, Scheme Meetings, Demergers, Takeovers, Buy-backs and Class Actions.

You will:

  • Manage multiple stakeholders and their expectations
  • Respond to corporate action requests from clients and advisers
  • Understand the unique characteristics of each corporate action
  • Timely and accurate process all relevant transactions
  • Prepare notifications for clients and advisers to a high professional and technical standard
  • Reconcile and allot cash and asset positions for corporate actions
  • Complete User Acceptance Testing for system upgrades and enhancements
  • Meet deadlines within Service Level Agreements (SLAs)

In this role, you will be driven by inclusion.

We foster a culture of Curiousness, Courage, Collaboration, Agility, Genuine relationships, and Optimism. You will be part of an inclusive and diverse work environment where we offer professional and personal development opportunities aimed at helping you succeed in your role while supporting your need for flexibility.

You are:

  • Excellent in communication (written and verbal)
  • Strong in attention to detail and accuracy
  • Strong in organisational and time management skills
  • Sound in problem-solving and analysis skills
  • Positive and proactive with the ability to adapt to change
  • Able to work effectively within a team environment

Life at Netwealth

We value our employees and invest in their growth. You will have access to further education and diverse training opportunities. Our hybrid working policy allows you to spend four days a fortnight in our state-of-the-art office located in Melbourne's CBD.

We offer a range of benefits designed with health, well-being, support, and growth in mind. Some of these include:

  • A family-friendly workplace with parental leave and a kid's holiday program
  • Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
  • We participate in corporate sporting events, games, and trivia nights
  • Employee Resource Groups: LGBTQIA+, Women of Netwealth, Culture Group, Carers Group
  • Support for community involvement through volunteering and our Netwealth Impact Group

Salary Estimate: AU$85,000 - AU$105,000 per annum, depending on experience

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