Financial Service jobs
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FINANCIAL CONTROLLER | FINANCIAL SERVICES
Prepare complex budgets and forecasts in a timely manner. Manage team deliverables regarding financial and statutory reporting. Deliver annual financial reports, management reports, and board reports. Oversee day-to-day financial...
| Company | Mars Recruitment |
|---|---|
| Address | Sydney, NSW |
| Category | Accounting & Finance |
| Salary | $180,000 - $200,000 a year |
| Job type | Full time |
| Date Posted | a month ago See detail |
Financial Controller | Financial Services
Mars Recruitment
Sydney, NSW
$180,000 - $200,000 a year
Prepare complex budgets and forecasts in a timely manner. Manage team deliverables regarding financial and statutory reporting. Deliver annual financial reports, management reports, and board reports. Oversee day-to-day financial...
a month ago seen See more...
- View all Mars Recruitment jobs - jobs in Sydney, NSW
Customer Service Officer | Financial Services | Hybrid Work Model
Sb Recruitment
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...
a month ago seen See more...
- View all Sb Recruitment jobs - jobs in Macquarie Park, NSW
Client Services Officer (Financial Planning)
Prosperity Wealth Management
Mount Pleasant, WA
$65,000 - $75,000 a 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...
a month 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...
a month ago seen See more...
- View all Bob Reus & Co jobs - jobs in Engadine, NSW
Client Services Manager | Financial Planning
Atlamgroup
Brisbane, QLD
About the company:Our client is a large sized Financial Planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southernsuburbs in the Gold Coast. This role will require in...
a month ago seen See more...
- View all Atlamgroup jobs - jobs in Brisbane, QLD
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...
a month ago seen See more...
- View all Hlb Mann Judd jobs - jobs in Wollongong, NSW
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...
a month ago seen See more...
- View all Atlamgroup jobs - jobs in Brisbane, QLD
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...
a month ago seen See more...
- View all Sky Summit Financial jobs - jobs in Erina, NSW
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...
a month ago seen See more...
Client Services Administrator ? Financial Planning
Atlamgroup
Melbourne, VIC
Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...
a month ago seen See more...
- View all Atlamgroup jobs - jobs in Melbourne, VIC
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...
a month ago seen See more...
- View all Sb Recruitment jobs - jobs in Sydney, NSW
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...
a month ago seen See more...
- View all Hlb Mann Judd jobs - jobs in Wollongong, NSW
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...
a month ago seen See more...
- View all Bob Reus & Co jobs - jobs in Engadine, NSW
Client Service Specialist | Financial Planning
The Turner Group Recruitment Consultants
Brisbane, QLD
Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...
a month ago seen See more...
Client Service Manager - Financial Planning
Candor Recruitment
Port Macquarie, NSW
$70K - $80K + Super
Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...
a month ago seen See more...
Client Services Administrator - Financial Planning
Recruitly
South Yarra, VIC
Circa $75k to $90k
Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...
a month ago seen See more...
- View all Recruitly jobs - jobs in South Yarra, VIC
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...
a month ago seen See more...
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...
a month ago seen See more...
Client Services Manager I Financial Services
Talent Connect Australia
Sydney, NSW
To provide excellent customer service ensuring clients are responded to promptly and accurately. Attend client meetings to reviewing their business activities, additional services and any further projects or initiatives. Maintains...
a month ago seen See more...
- View all Talent Connect Australia jobs - jobs in Sydney, NSW
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...
a month ago seen See more...
Fraud & Financial Crime - Service Owner
Amp Services
Sydney, NSW
competitive base plus 12% super
Fraud and Financial Crime Platform Ownership:. Adopts a platform owner and product manager role to define the technical design requirements and acceptance activity for fraud and Financial Crime features and capability, including c...
a month ago seen See more...
- View all Amp Services jobs - jobs in Sydney, NSW
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...
a month ago seen See more...
- View all Sky Summit Financial jobs - jobs in Erina, NSW
Financial Controller | Financial Services
Thompsoncook
Sydney, NSW
$230,000 - $230,000 a year
Private Equity Backed | CBD Location. Leading Financial Services Institution | Exciting Growth. $230k - $250k Package. Lead the Financial Control team of 4 and offshore team of 10. Responsible for the daily output of the Finance t...
a month ago seen See more...
- View all Thompsoncook jobs - jobs in Sydney, NSW
Client Service Specialist | Financial Planning
The Turner Group
Brisbane, QLD
Permanent
Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...
2 months ago seen See more...
- View all The Turner Group jobs - jobs in Brisbane, QLD
Fraud & Financial Crime - Service Owner
Amp
Sydney, NSW
Permanent
Fraud and Financial Crime Platform Ownership:. Adopts a platform owner and product manager role to define the technical design requirements and acceptance activity for fraud and Financial Crime features and capability, including c...
2 months ago seen See more...
- View all Amp jobs - jobs in Sydney, NSW
Senior Financial Accountant - Financial Services
Richard Lloyd Recruitment
North Shore, NSW
Month-end reporting and analysis. Cashflow management. Intercompany reconciliation. Maintain the general ledger. Finance onboarding of new acquisitions. Statutory reporting and compliance. Any other ad hoc duties. CPA/CA qualifie...
2 months ago seen See more...
Client Service Manager - Financial Planning
Candor Recruitment
Port Macquarie, NSW
$70,000 - $80,000 a year
Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...
2 months ago seen See more...
Financial Reporting/Business Services Manager
Atlamgroup
Caringbah, NSW
Ongoing training & development for their staff Prestige firm in Sydney South Small sized team with excellent working culture Flexibility and work from home flexibility The Company Our client has been operating in the southern subu...
2 months ago seen See more...
- View all Atlamgroup jobs - jobs in Caringbah, NSW
Client Services Lead | Financial Services
Sb Recruitment
Brisbane, QLD
Manage, mentor and guide the sales team towards achieving goals working to realistic company targets. Ensure the team builds, foster and maintain strong client relationships by delivering exceptional service via email or phone. Fo...
2 months ago seen See more...
- View all Sb Recruitment jobs - jobs in Brisbane, QLD
Client Services Manager | Financial Planning
Bentley
Brisbane, QLD
$75,000 - $75,000 a year
Ongoing management of the client database through Xplan. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs). Liaising with third party providers. Delivering a high quality...
2 months ago seen See more...
- View all Bentley jobs - jobs in Brisbane, QLD
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