Investor Services Officer - Fee Maintenance
Core
Maintaining accurate adviser and client records, processing fee arrangements, and coordinating account transfers to ensure operational foundations for the Netwealth platform.
Role type
Operations Officer (Investor Services)
Builds
Accurate adviser account data and fee structures for financial advisers and investors
Domain
Financial services / Wealth management / Operations
Required skills
attention to detail, administrative processing, stakeholder communication, problem solving, system adaptability, process improvement
Preferred skills
financial services experience, superannuation knowledge, high-volume processing experience
Responsibilities
Processing adviser fee arrangements and maintenance requests, Coordinating adviser changes and account transfer activities, Maintaining adviser and account information across the platform, Investigating and resolving administrative exceptions and operational queries, Collaborating with advisers and stakeholders to achieve positive outcomes, Identifying opportunities to improve processes and enhance the adviser experience