KYC analyst responsible for managing the Know Your Client (KYC) section of loan applications at BDC. Collaborating closely with the Financing team to ensure all documentation is accurate and complete.
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Hybrid Assistant Analyst – Asset Transfers
Posted last month
About the role
- Assistant Analyst in Asset Transfers team facilitating the smooth processing of transfer instructions. Engaging with stakeholders to validate and process paperwork for efficient transfer operations.
Responsibilities
- Facilitate the smooth processing of transfer instructions
- Deal with questions about current and new asset transfer work items
- Work with external stakeholders and advisers to initiate, validate and process paperwork and any other tasks that make the transfers process smoother
Requirements
- Solid understanding of Domestic and International securities (including warrants, LICs, ETFs), bonds, managed funds, International assets, and other unlisted assets.
- Sufficient knowledge of Capital Gains tax to be able to review the various forms of Cost Base information provided with transfers and determine what additional information is required.
- WRAP platform experience (highly regarded).
- Experience within the finance industry is desirable.
- Strong communication: to interact with third parties, advisers, and internal stakeholders, providing clear and accurate information on the asset transfer process
- Organisation: to manage multiple items, prioritise tasks and meet deadlines
- Problem solving: to identify and resolve any issues or challenges during the transfer process, such as missing paperwork or discrepancies
- Attention to detail: to thoroughly review forms, ensuring accuracy and addressing any errors or inconsistencies
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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