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.

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 setting 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.

Every great adviser-client relationship has a story behind it. At Netwealth, those stories aren't built on investment performance or technology alone. They're built on trust, confidence, and the knowledge that every detail is handled with care.

The Opportunity The Fee Maintenance team plays a key role in supporting the adviser experience at Netwealth. As an Investor Services Officer, you'll help ensure adviser and client records are maintained accurately,



requests are processed efficiently, and important platform updates are completed with care. You'll work across a variety of administration and operational activities, helping deliver high-quality outcomes that contribute to strong adviser relationships and exceptional service. Whether you're processing adviser fee arrangements, coordinating account transfers, resolving operational queries, or supporting process improvements, your work will have a direct impact on the experience of both advisers and clients. This aligns with the role's focus on delivering accurate, timely and high-quality outcomes for advisers and clients.

What will you be doing?

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, stakeholders and team members to achieve positive outcomes

Ensuring work is completed accurately and within agreed service standards

Identifying opportunities to improve processes and enhance the adviser experience

Who will thrive here? We're interested in finding someone who enjoys problem solving, takes pride in quality work, and genuinely cares about delivering a great outcome.

You might come from:





Financial services

Superannuation or investments

Banking

Operations or administration

Customer service

High-volume processing environments

You’ll likely be someone who:

Has a strong eye for detail

Enjoys organising and prioritising competing tasks

Takes ownership and follows through

Communicates confidently and professionally

Learns new systems quickly

Looks for ways to improve how things are done

What You’ll Bring

Experience in administration, operations, customer service or processing environments

Strong organisational skills and attention to detail

Excellent communication and stakeholder management skills

A collaborative and positive approach to work

The ability to adapt, learn and thrive in a changing environment

Experience in financial services, superannuation, investments or banking will be highly regarded, but it's not essential.

Whether you're looking to deepen your financial services experience or take the next step in a long-term operations career, this is an opportunity to join a supportive, high-performing team and make a meaningful contribution to the adviser and client experience every day.

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 mobil

📌 Investor Services Officer (Melbourne)
🏢 Netwealth - See Wealth Differently (ASX:NWL)
📍 Melbourne