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

We're looking for someone who thrives on turning complexity into clarity and knows that behind every market announcement is a real outcome for advisers and clients.

This is an opportunity to join our Corporate Actions team within Customer Operations, where you'll sit at the intersection of financial markets, operational excellence and customer experience. You'll review market announcements, analyse events, communicate critical information to advisers and clients, and ensure corporate actions are processed accurately and on time.

Whether you already have Corporate Actions experience or come from a broader financial services operations, investments or platform administration background, we'll give you the opportunity to deepen your expertise in a highly specialised area of wealth management.

What you'll be doing

No two days look exactly the same, but you can expect to:

• Review ASX announcements, international market notifications and fund manager communications to identify events that require action.

• Prepare professional and technically accurate communications for advisers and clients.

• Manage corporate action elections and responses within strict market deadlines.

• Process payments, entitlements and transactions associated with corporate action events.

• Reconcile and allocate cash and asset positions accurately.

• Respond to stakeholder enquiries and help navigate complex event requirements.

• Contribute to testing, process improvements and operational initiatives that enhance our platform and customer experience.

What success looks like

You'll be someone who:

• Loves working with detail and getting things right the first time.

• Can manage multiple priorities without losing sight of deadlines.

• Thinks critically and enjoys solving problems.

• Takes ownership and follows tasks through to completion.

• Communicates clearly and confidently with a range of stakeholders.

• Stays calm when markets are moving and competing priorities arise.

• Is curious, proactive and always looking for a better way of doing things.

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 [email protected]

Apply now and help us shape a brighter financial future!