Analyst for Individual HIN Operations at Netwealth enhancing client experience through asset administration. Collaborative role managing processes and stakeholder interactions in the financial services sector.
Responsibilities
Onboarding new IHIN accounts and transferring existing HINs into the service
Processing ASX trading activity, income, redemptions and corporate actions
Verifying, reconciling and importing ASX transactions
Reviewing and validating Limited Powers of Attorney (LPOA)
Meeting agreed servicing timeframes and SLAs in a fast-paced environment
Contributing to process improvements, documentation and system enhancements
Working collaboratively with stakeholders to deliver a client-centric, service-first experience
Requirements
Experience in financial services, ideally within investment or operational environments
A Bachelor’s degree in Commerce or a related discipline (preferred)
Strong accountability, ownership and attention to detail
Clear written and verbal communication skills, with the ability to explain requirements and rationale to different audiences
The ability to manage competing priorities in a dynamic environment
Benefits
Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
A vibrant culture: social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
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