The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities
Job Summary
The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities.
Netwealth offers a flexible hybrid model with just 4 days in the office each fortnight and benefits including paid parental leave and a fully funded school holiday program.
This role requires balancing volume, accuracy, risk, and customer outcomes while ensuring consistent service and quality standards are met in a regulated environment.
Matching Summary
The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities.
Skills & Requirements
Must-have
Financial services administration experience
Team leadership in operational setting
Superannuation legislation knowledge
AML/CTF compliance understanding
RG146 compliance certification
Nice-to-have
Tertiary qualifications in Business or Finance
Knowledge of Netwealth products and systems
Passion for leading people and service delivery
Strong problem-solving and communication skills
Key Requirements
Demonstrated experience in financial services administration