Analyst – Individual HIN Operations

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 an Analyst to join our newly formed Individual HIN (Holder Identification Number) Operations team. This is a unique opportunity to work on a new, specialised service supporting private wealth and banking clients on the Netwealth platform.

You’ll be responsible for delivering timely, high‑quality outcomes while working across multiple systems, tools and databases. You’ll manage complex ASX asset administration and corporate actions, communicate clearly and effectively with advisers and internal stakeholders, and confidently balance shifting priorities—always keeping the client experience front of mind.

What you'll be doing

In this role, you’ll be responsible for the accurate and timely administration of Individual HIN assets, including:

• Onboarding new IHIN accounts and transferring existing HINs into the service

• Processing ASX trading activity, income, redemptions and corporate actions

• Verifying, reconciling and importing ASX transactions

• Reviewing and validating Limited Powers of Attorney (LPOA)

• Meeting agreed servicing timeframes and SLAs in a fast‑paced environment

• Contributing to process improvements, documentation and system enhancements

• Working collaboratively with stakeholders to deliver a client‑centric, service‑first experience

To be successful in this role, you’ll bring:

• Experience in financial services, ideally within investment or operational environments

• A Bachelor’s degree in Commerce or a related discipline (preferred)

• Strong accountability, ownership and attention to detail

• Clear written and verbal communication skills, with the ability to explain requirements and rationale to different audiences

• The ability to manage competing priorities in a dynamic environment

We’d love to hear from you if you also have experience with:

• A brokerage or stockbroking firm

• Investment operations on another platform

• Prior exposure to the Netwealth platform

• Understanding and confidence in AML / KYC processes

• ASX asset administration, including corporate actions, trading operations or income tax components

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!