Financial Analyst
6 days ago
About Netwealth
Netwealth is a catalyst for change, inspiring a new perspective on wealth and a brighter future. Our innovative platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999, we've grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile approach, allowing us to adapt quickly to meet client needs.
We value our employees as our greatest asset. We're a collective of passionate individuals dedicated to making life better for Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions.
The Opportunity: Financial Analyst - Asset TransfersYou'll play a pivotal role in our Asset Transfers team to facilitate smooth transfer processing. You will deal with questions about current and new asset transfer work items, and work with external stakeholders and advisers to initiate and validate process paperwork and other tasks.
- Solid understanding of ASX securities (including warrants, LICs, ETFs), bonds, managed funds, and unlisted assets.
- Sufficient knowledge of Capital Gains tax to review forms and determine additional information required.
- WRAP platform experience is highly regarded.
- Finance industry experience is desirable.
A proactive attitude, strong work ethic, and willingness to learn are essential skills. Candidates with transferable skills, including communication, organisation, problem-solving, and attention to detail, are encouraged to apply.
Familiarity with ASX Securities, bonds, managed funds, and other unlisted assets; knowledge of Capital Gains Tax; and experience with WRAP/Super platforms are valuable assets.
Life at NetwealthWe invest in employee growth and development. You'll have access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We offer flexible hybrid working policies, state-of-the-art offices, modern facilities, and wellness programs, including discounted gym memberships, income protection, flu shots, wellness weeks, shopping discounts, and financial wellbeing services.
We celebrate diversity and inclusion through gender equality, disability, LGBTQIA+, well-being, and cultural initiatives. We're committed to creating a welcoming environment for everyone.
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