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 As an Investor Services Officer within our Claims & Estates team, you’ll help support the administration of death claims, insurance claims and applications, permanent incapacity requests, financial hardship requests and other updates to member accounts on the Netwealth platform.

The broader Customer Operations team is focused on providing reliable, high-quality service to Netwealth advisers and clients, with a strong emphasis on accuracy, efficiency and continuous improvement.

Behind every claim, application or account update is a person navigating an important life event.

Experience in claims and estates is essential for this role.





We are seeking candidates with a strong background along with hands‑on experience managing complex matters.

The work is detailed and process‑driven, but it also involves a significant human element.

You’ll be responsible for delivering accurate, timely and high-quality outcomes while balancing customer needs, risk, internal controls and regulatory requirements.

You’ll investigate requests, work through documentation and exceptions, and help ensure each matter is progressed with the care and attention it deserves.

What you’ll be doing You’ll support the administration of matters including:

Death and estate claims

Insurance claims and insurance applications

Permanent incapacity requests

Financial hardship requests

Updates to member accounts on the Netwealth platform

Processing investment and superannuation administration activities accurately and efficiently

Investigating and resolving operational issues and exceptions, escalating where appropriate

Applying policies, procedures, business rules and internal controls to reach the right outcome

Communicating clearly with advisers, clients and internal stakeholders

Identifying opportunities to improve processes and create better experiences for our customers

You’ll have Strong, demonstrated experience in claims and estates.

Alongside this, you’ll bring:

Experience managing complex,



sensitive or detailed claims and estate matters

Experience in operations, administration, customer service or a processing environment

Exceptional attention to detail and strong organisational skills

The ability to manage competing priorities without compromising quality

Strong analytical and problem‑solving skills

Confidence applying policies, procedures and business rules

Clear and professional communication skills

An accountable, collaborative and solutions‑focused approach

The ability to learn new systems, products and processes quickly

A genuine commitment to delivering positive outcomes for customers and stakeholders

Even better if you have Experience within financial services, superannuation, investments, banking or another regulated workplace would be highly regarded.

Knowledge of investment or superannuation administration, or experience working in a high‑volume, service‑level or risk‑controlled environment, would also be beneficial.

Why this role? You’ll be working on matters that can have a real impact on members and their families, while building valuable experience across superannuation, insurance, claims and complex account administration.

You’ll join a team-oriented team where you can develop your technical capability, share knowledge, contribute ideas and look for better ways of doing things.

Success is measured across quality and productivity, customer and stakeholder outcomes, technical development, risk and compliance, continuous improvement and contribution to the team.

If you have strong claims and estates experience and you’re detail‑focused, curious, accountable and motivated by gettin

📌 Investor Services Officer (Melbourne)
🏢 Alt
📍 Melbourne