💼 About This Role

You'll manage asset transfer cases for a leading FinTech platform, ensuring accurate cost bases and smooth transitions. You'll coordinate with fund managers, registries, and advisers to deliver exceptional client outcomes.

🎯 What You'll Do

• Manage assigned asset transfer cases end-to-end
• Coordinate with fund managers, registries, and advisers
• Validate documentation and ensure regulatory compliance
• Accurately import cost base details for transferred assets

📋 Requirements

• 2+ years experience in the finance industry
• Expertise in asset transfer processes for managed funds and listed securities
• Knowledge of Capital Gains Tax and cost base requirements
• Experience with WRAP/Super platforms (highly regarded)

✨ Nice to Have

• Understanding of international securities
• Experience with bonds and unlisted assets

🎁 Benefits & Perks

• 🏖️ Flexible hybrid model (4 days in office per fortnight)
• 🎓 Career development opportunities (top 5 Australian company)
• 👶 Paid parental leave and school holiday program
• 💪 Wellness perks including CU Health and income protection
• 🎉 Vibrant culture with social events and corporate sports

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Technical Interview· 45 min
3. 3Hiring Manager Interview· 45 min

[email protected]