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Melbourne, Victoria, Australia
Hybrid
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
At Netwealth, money moving from one place to another sounds simple.
In reality, it's one of the most important responsibilities we have.
Every payment processed, every account adjustment completed and every transaction reconciled helps someone access their retirement savings, manage their investments, or achieve a financial goal they've worked years to reach.
That's where you come in.
We're growing our Customer Operations function and are looking for Investor Services Officers to join our newly realigned Payments team.
These opportunities have been created as part of an exciting evolution of our operations model, bringing together specialist payment and transaction teams to deliver an even more consistent, high-quality experience for our clients and advisers.
If you're someone who enjoys solving problems, loves getting the details right, and takes pride in delivering outstanding service, we'd love to hear from you!
As an Investor Services Officer, you'll have the opportunity to join one of three specialist teams, each playing a critical role in keeping the Netwealth platform running smoothly.
Super Payments Team
Helping Australians access and manage their retirement savings.
This team is responsible for the movement of money in and out of Netwealth's Super products, including:
Benefit payments
Account closures
SuperStream processing
Banking reconciliations
Wrap Payments Team
Supporting the investment journeys of thousands of clients and advisers.
This team manages the movement of funds across Netwealth's Wrap products, including:
Full and partial withdrawals
Account closures
Foreign currency transactions
Banking reconciliations
Adjustments Team
The specialists behind some of our most complex and sensitive transactions.
This team manages:
Recontributions
Internal asset movements
Contribution and rollover adjustments
Family law splits
Banking reconciliations
No matter which team you join, you'll be trusted to deliver accurate outcomes, manage risk effectively, and ensure every transaction is completed with precision and care.
What you'll be doing
Every day will bring a mix of operational processing, problem-solving and collaboration.
You'll:
Process investment and superannuation administration activities accurately and efficiently
Investigate and resolve transaction queries and exceptions
Work closely with advisers, clients and internal stakeholders
Maintain high standards of quality, risk management and compliance
Contribute to process improvement initiatives that enhance customer outcomes
Build expertise across Netwealth products, systems and operational processes
Help deliver the exceptional service experience that Netwealth is known for
You might already be working in financial services, banking, superannuation or investments.
Or perhaps you've built strong operational and customer service experience in another fast-paced environment.
We're looking for people who bring:
Experience in operations, administration, processing or customer service environments
Exceptional attention to detail
Strong analytical and problem-solving skills
Excellent communication and stakeholder management skills
The ability to learn new systems and processes quickly
A collaborative, accountable and solutions-focused mindset
A passion for continuously improving how work gets done
Bonus Points If You Have
Experience in financial services, banking, investments or superannuation
Knowledge of investment or superannuation administration processes
Experience working in high-volume or regulated environments
Most importantly, you'll join a team of people who genuinely care about what they do and the impact they have on clients, advisers and each other.
Ready to make an impact?
Whether you're helping a retiree access their superannuation, supporting an adviser with a complex transaction, or identifying a better way to process payments, your work will make a real difference.
Join Netwealth and help us deliver exceptional outcomes, one transaction at a time!
As part of your application, we’ll ask which team you’re most interested in and why
Super Payments Team
Wrap Payments Team
Adjustments Team
Open to any of the three
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!
