About Netwealth

Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. 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.

Founded in 1999, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we are challenging the status quo. We are agile and nimble, not stifled by bureaucracy.

We are proud of our team of talented people working hard to make life better for more Australian's. Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile and Genuine.

The opportunity:

Service, Administration & Support (SAS) is comprised of the following four divisions: Administration, Service, Quality, Development & Support and Business Improvement.

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

SAS 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.

Investor Services Officers are each assigned to a functional team within the SAS department. The expectation is that over time each Investor Services Officer will be provided with opportunities to move between SAS functional teams.
The incumbent will be a valuable team player, committed to their day-to-day operations, support their team/peers providing excellent service standards, contribute to the development of knowledge and capability, demonstrate high-quality output whilst maintaining high customer satisfaction within the designated service level agreements.

About you:

• Demonstrated experience in a similar role where the key focus is Benefit Payments and/or Insurance
• Demonstrated experience in processing of the following items (advantageous but not essential);
  • Super Wrap benefit payments, internal in-specie transfers and account closures
  • Investment Wrap Withdrawals, 3rd party payments and account closures
  • Super Wrap claims (Financial Hardship, DASP, Family Law Splits, Release on Compassionate Grounds, Salary Continuance)
• Demonstrated experience in Underwriting and Claims (Death, TPD and Income Protection, advantageous but not essential);
• Demonstrated knowledge of the current SIS legislation requirements for the handling of Death claims and an understanding of how Superannuation Trust Deeds work (advantageous but not essential);
• Ability to listen with empathy and identify useful information for claims assessment;
• Ability to identify key issues and proactively find solutions;

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide 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 have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:

• Family-friendly workplace, with parental leave and a kid's holiday programme
• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
• We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
• Support for community involvement through volunteering and our Netwealth Impact Group

Apply now!

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

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. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au