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CLIENT SERVICES OFFICER | FINANCIAL PLANNING

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

CompanyAtlamgroup
AddressBrisbane, QLD
CategoryAccounting & Finance
Job typeFull time, Permanent
Date Posted 2 months ago See detail

Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

2 months ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 months ago seen See more...

Assistant Finance Officer - Financial Operations

Department Of Education Qld

Queensland

$73,676 - $81,748 a year

Provide efficient, timely and accurate financial data entry, administrative and reconciliation skills that contribute to the effective operations of the team. Provide support services and reporting of information to internal and e...

2 months ago seen See more...

Office Manager - Financial Planning | Brisbane | $110k+

Jenner Recruitment

Brisbane, QLD

Supporting the management team to ensure smooth running of the firm on a daily basis. Management of invoice generation and payment. Conduct training and onboarding of new staff members. Liaise with third parties to ensure smooth o...

2 months ago seen See more...

Chief Operating Officer - Financial Planning

Fs Recruitment Solutions

Melbourne, VIC

Provide visionary leadership, motivation, and professionalism to uphold the highest standards. Develop and communicate clear, concise direction for the business and staff. Ensure efficient resource utilisation to maximise profitab...

2 months ago seen See more...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

2 months ago seen See more...

Financial Administration Officer

Charterhouse

Parramatta, NSW

$303.97 - $332.84 per day + Super

NSW State Government . $303.97 - $332.84 per day + Super. 6 months contract with extension . Parramatta SQ | WFH 2x days. Provide financial reporting and transactional support. Journal processing, month-end and year-end processin...

2 months ago seen See more...

Financial Insights Officer

City Of Perth

Perth, WA

$90,738 - $106,766 a year

$90,737.75 to $106,766.12 per annum plus superannuation. Full-time, permanent. CBD Location. Providing data and information that supports strategic business decisions and helps develop budgeting and management reporting processes...

2 months ago seen See more...

Financial Admin Officer

Ultra Electronics Holdings

Adelaide, SA

Timely and accurately completing accounting entries (accounts payable, expense claims, payments). Preparation and reconciliation of financial records and information. End to end processing of company payrolls (monthly). Proficienc...

2 months ago seen See more...

Customer Service Officer | Financial Services | Hybrid Work Model

Sb Recruitment

Sydney, NSW

Receive inbound calls from customers regarding queries relating to new products & services, existing loans and general enquiries. Communicating with internal and external parties as appropriate to solve customer queries. Liaising...

2 months ago seen See more...

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

2 months ago seen See more...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

2 months ago seen See more...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 – $75,000 per year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

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Customer Service Officer | Financial Services | Hybrid Work Model

Sb Recruitment Pty Ltd

Macquarie Park, NSW

Receive inbound calls from customers regarding queries relating to new products & services, existing loans and general enquiries. Communicating with internal and external parties as appropriate to solve customer queries. Liaising...

2 months ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 months ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

2 months ago seen See more...

Procurement Officer - Financial Processes - Federal Government

Hitech Asia Pacific

Australian Capital Territory

Federal Government Department. Long Term contracting opportunity. Flexible working arrangements. Deliver advice to internal stakeholders related to procurements and relevant policy/procedures. Assist with the development of budget...

2 months ago seen See more...

Financial Insights Officer

Atlamgroup

Perth, WA

Full-time, permanent CBD Location The City is seeking a Financial Insights Officer to become part of the Strategic Finance team and support our managers by delivering financial advice and financial management information.Reporting...

2 months ago seen See more...

Senior Financial Policy Officer

Government Of Western Australia

East Perth, WA

$110,309-121,569 per year

11 percent employer contributions to superannuation. More than 20 days of other leave, including sick leave and carers leave. A maximum two (2) page written cover letter providing an overview of your skills and experience includi...

2 months ago seen See more...

Financial Transaction Officer - Internal Only

Civica

Melbourne, VIC

Permanent

Processing customer Financial Transactions such as refunds, dishonours adjustments and banking processes. Investigate and resolve financial errors, anomalies, and customer enquiries in an efficient and effective manner. Assist wit...

2 months ago seen See more...

Senior Financial Services Officer (Expenditure)

City Of Rockingham

Rockingham, WA

$88,929 - $88,929 a year

An Undergraduate Degree level qualification in Accounting or Finance is essential with membership or progressing towards achieving membership of Certified Practising Accountants (CPA)/Chartered Accountants (CA) desirable. A high-l...

2 months ago seen See more...

Senior financial accounting officer

Sunshine Coast Council

Maroochydore, QLD

General journal processing and chart maintenance. Assist with month end processing including accruals and budget-based journals. Assist with corporate balance sheet account reconciliations coordinating data into the ledger from a...

2 months ago seen See more...

Associate/Senior Associate - Financial Lines (Professional Indemnity and Directors & Officers)

Atlamgroup

Sydney, NSW

Associate/Senior Associate - Financial Lines (Professional Indemnity and Directors & Officers) Sydney About us Moray & Agnew is one of Australias leading specialist insurance law firms with over 700 employees nationally. We have...

2 months ago seen See more...

Associate/Senior Associate - Financial Lines (Professional Indemnity and Directors & Officers)

Moray & Agnew Lawyers

Sydney, NSW

Outstanding written and verbal communication skills. A proven track record in delivering excellent client service As positive attitude with the ability to work well under pressure and meet deadlines Self-confidence, initiative and...

2 months ago seen See more...

Senior Financial Accounting Officer

Atlamgroup

Maroochydore, QLD

$89,000 - $95,000 a year

$89K $95K Total Remuneration Package (pro-rata)$79K $85K Base Salary (pro-rata)Location: MaroochydoreVacancy No: 4975Temporary - Full-time (until January 2025)Applications close: Sunday, 14 April 2024 11:59pm AEST Why work wi...

2 months ago seen See more...

Client Services Officer | Financial Planning

Bentley

Brisbane, QLD

$70,000 - $80,000 a year

Proactively support financial advisers. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs) and associate documents. Be a first point of contact for clients. Develop and nu...

2 months ago seen See more...

Officer, Financial Markets & Treasury

Westpac Bank

Sydney, NSW

Full time | Permanent Opportunity. Kent St, Sydney location. Hybrid working model Kent St & WFH. Daily Operational processing ensuring that all payment, confirmation, reconciliation, and investigation obligations have been me...

2 months ago seen See more...

Financial Adviser Administration Officer

Oracle Advisory Group

Parramatta, NSW

Booking in appointments for the advisers' clients. Completing Fee Disclosure Statements & Fee Consent for clients. Preparing review documents for client meetings. Data entry onto our Adviser Logic CRM system, updating client files...

2 months ago seen See more...

Financial Planning Assistant - Office Concierge

Empire Financial Group

East Perth, WA

Managing incoming phone calls. Ensuring reception and meeting areas are always well presented. Offering and serving refreshments to clients and colleagues. Organising incoming and outgoing mail and receive all deliveries. Monitori...

2 months ago seen See more...

APS5/6 Financial Accountant and Procurement Officer

Horizonone

Canberra, ACT

Prepare monthly, annual financial statements and other finance reports. Liaise with team members preparing monthly journals and CBMS entries. Assist in development and maintenance of policies/ guidelines/ templates and other gover...

2 months ago seen See more...

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What companies are hiring for Financial Crime Officer jobs?

The top companies hiring now for Financial Crime Officer jobs are AtlamGroup,

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