About us:

At Netwealth we are an innovative, award winning, ASX listed investment platform, superannuation and administration business delivering market-leading products. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients but also for our people. We invest in our employees and encourage them to grow professionally and personally.

In this role you will be inspired by diversity & driven by inclusion.

Our Values are who we are, how we tackle decisions and how we want the world to see us. We are Curious, Courageous, Collaborative, Agile, Genuine and Optimistic.

The Opportunity:

Service, Administration & Support is comprised of the following divisions: Administration, Service and Business Improvement.

• The Administration division comprises the Maintenance, Payments & Insurance and New Business teams.
• The Services division comprises the Contact Centre, Communications and Quality Assurance teams.
• The Business Improvements division comprises Business Improvement & Support and Process & Analysis teams.

Service, Administration & Support is responsible for administering Netwealth’s Superannuation, Wrap Services and Global Specialist Series products, and is the primary point of contact for financial advisers, members, and investors.

You will:

• Managing conflicting priorities and ongoing deadlines.
• Being accountable to several stakeholders and managing expectations.
• Being able to consider complex rules/requests in the context of Netwealth’s operating environment to ensure Netwealth achieves efficient, effective, and compliant outcomes.
• Being able to effectively convey information and support Operations staff, Sales staff, Advisers, and clients on technical and complex matters.
• Having to deliver feedback which may be constructive feedback in challenging situations.
• Staying abreast of any product, process, regulatory or legislative changes in a fast-moving, ever-changing industry/company.
• Tailoring assistance to suit stakeholders.
• Working on strategic imperatives to deliver the business improved outcomes

You have:

• Previous experience managing several teams in Financial Services or a similar role specialising in complex products/services.
• Previous experience in mentoring/coaching team leaders/managers.
• Proven ability to provide constructive feedback to develop staff knowledge.
• Strong strategic thinking and implementation of ideas within a timely manner.
• Previous experience working within project teams, and/or implementing change management.
• Experience in monitoring of Systems to ensure work is being processed within published SLA’s.
• Excellent communication skills (written and verbal).
• Experience with hiring, motivating, recognising, and rewarding, coaching, counselling, training and problem solving. Monitor all client –based administration across the Netwealth platform.
• The drive to proactively seek improvements to systems and processes.
• The ability to identify training opportunities and provide input into the preparation of those training sessions.
• Competency to complete productivity reporting and schedules and weekly & monthly reporting.

Why Netwealth?

• We are a flexible and adaptable hybrid workplace.
• We have a new CBD office with end of trip facilities.
• We are a social bunch who get together regularly, and participate in corporate sporting events, games and trivia nights.
• We are a family friendly workplace.
• We are invested in our local communities through the Netwealth Impact Group.
• Wellness and lifestyle perks including discounted gym memberships, health insurance, shopping and retail discounts, access to financial wellbeing services.
• We recognise our people milestones and achievements through reward and recognition.
• We are keen to invest in you, through technical and professional learning experiences.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. Here at Netwealth we are dedicated and enthusiastic about creating an inclusive and diverse workplace. If you are excited about this role but don't tick every box, we encourage you to apply anyway!