Investor Services Officer - Adjustments Team

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity:

Our Customer Operations team plays a critical role in delivering reliable, high-quality outcomes for Netwealth advisers and clients. Within Customer Operations, the Adjustments Team is responsible for some of the most complex and technical activities across our Payments function.

This is not a traditional administration role. We're looking for people who enjoy investigating issues, resolving exceptions, reconciling complex transactions, and working through scenarios that require analytical thinking and sound judgement.

You'll work across activities including contribution adjustments, recontribution strategies, asset transfers, reconciliation activities, and exception-based processing. Every day presents a different challenge, making this an ideal opportunity for someone who enjoys getting to the root cause of issues and finding the best outcome.

Working in a high-volume, fast-paced environment, you'll build deep expertise across investment, superannuation and payments processes while contributing to exceptional outcomes for advisers and clients.

This role also offers strong career development opportunities. As your expertise grows, you'll have opportunities to expand your knowledge across broader Customer Operations functions, opening pathways into technical specialist, project and broader business roles.

In this role, you will:

• Process and investigate complex investment, superannuation and payments transactions
• Manage reconciliation activities, exceptions and adjustment-related casework
• Analyse issues, identify root causes and determine appropriate resolutions
• Manage a high-volume workload while maintaining strong quality standards
• Work closely with internal stakeholders to resolve complex operational matters
• Contribute to process improvements and operational efficiency initiatives
• Build deep product, process and technical expertise across Customer Operations

About You

You're naturally curious, analytical and enjoy solving problems.

You don't just process tasks. You like understanding how things work, identifying discrepancies, and working through complex scenarios to reach the right outcome. You're comfortable spending time investigating issues, reconciling data, and making informed decisions based on the information available.

You thrive in environments where accuracy matters and enjoy work that requires both attention to detail and critical thinking.

You'll bring:

• Experience in reconciliation, payments, operations, adjustments or administration within financial services
• Exposure to superannuation, investments, payments, banking or another regulated environment
• Strong analytical and problem-solving skills
• Experience investigating exceptions, discrepancies or complex casework
• High attention to detail and the ability to maintain accuracy under pressure
• Strong organisational skills and the ability to manage competing priorities
• Confidence making decisions and working through complex scenarios
• A proactive, accountable and solutions-focused mindset
• Excellent communication skills and a collaborative approach

This role will particularly suit someone who has worked in a complex reconciliation environment and is looking to deepen their technical expertise while taking on more challenging, analytical work.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• 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

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at talent@netwealth.com.au

Apply now and help us shape a brighter financial future!