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Asset Transfer Specialist

2 weeks ago

Melbourne, Victoria, Australia Netwealth - See Wealth Differently (ASX:NWL) Full time

At Netwealth, we prioritize the growth of our employees, providing access to further education and diverse training opportunities. We actively support internal mobility, with 32% of our jobs filled in 2023 being from internal candidates.

The Opportunity

As an Assistant Analyst, you'll play a pivotal role in our Asset Transfers team to facilitate the smooth processing of transfer instructions. You will deal with questions about current and new asset transfer work items and work with external stakeholders and advisers to initiate, validate and process paperwork and any other tasks that make the transfers process smoother.

You will:

  • Harness your solid understanding of ASX securities (including warrants, LICs, ETFs), bonds, managed funds, and other unlisted assets.

  • Apply your sufficient knowledge of Capital Gains tax to review the various forms of Cost Base information provided with transfers and determine what additional information is required.

  • Utilize your WRAP platform experience, highly regarded in the industry.

  • Leverage your experience within the finance industry, if applicable.