Investor Services Officer - Claims & Estates

The role

You will support the administration of death claims, insurance claims, permanent incapacity requests, and financial hardship requests. You will also process investment and superannuation administration activities on the Netwealth platform.

What you will do

• Support the administration of death and estate claims
• Support insurance claims and insurance applications
• Support permanent incapacity requests
• Support financial hardship requests
• Update member accounts on the Netwealth platform
• Process investment and superannuation administration activities
• Investigate and resolve operational issues and exceptions
• Apply policies, procedures, business rules and internal controls
• Communicate with advisers, clients and internal stakeholders
• Identify opportunities to improve processes

Required qualifications

• Strong, demonstrated experience in claims and estates
• Experience managing complex, sensitive or detailed claims and estate matters
• Experience in operations, administration, customer service or a processing environment
• Exceptional attention to detail
• Strong organisational skills
• 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
• Accountable, collaborative and solutions-focused approach
• Ability to learn new systems, products and processes quickly
• Commitment to delivering positive outcomes for customers and stakeholders

Nice to have

• Experience within financial services, superannuation, investments, banking or another regulated environment
• Knowledge of investment or superannuation administration
• Experience working in a high-volume, service-level or risk-controlled environment

Benefits

• Paid parental leave
• Fully funded school holiday program
• CU Health (virtual healthcare)
• Income protection
• Flu shots
• Wellness weeks
• Retail discounts
• Financial wellbeing services
• Social events, trivia nights, and corporate sports
• Paid volunteering
• End-of-trip amenities (Melbourne)
• Daily breakfast (Melbourne)

About the company

Netwealth is an Australian FinTech business that provides an award-winning platform for advisers and investors. The company focuses on innovation and agility to shape the future of wealth in Australia.