Keegan Adams Recruitment jobs in Sydney, NSW

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PRIVATE WEALTH ADVISER ASSISTANT (3 DAYS/WEEK)

Preparation of account opening and transfer forms for client presentation. Follow up and confirmation of asset transfers, rollovers and cash receipts. Preparation of Welcome Packs and schedule reviews in Xplan. Manage review cycle...

CompanyKeegan Adams Recruitment
AddressSydney, NSW
CategoryAccounting & Finance
Job typePermanent
Date Posted 7 days ago See detail

Private Wealth Adviser Assistant (3 days/week)

Keegan Adams Recruitment

Sydney, NSW

Preparation of account opening and transfer forms for client presentation. Follow up and confirmation of asset transfers, rollovers and cash receipts. Preparation of Welcome Packs and schedule reviews in Xplan. Manage review cycle...

Private Wealth Adviser Assistant (3 days/week)

Keegan Adams Recruitment

Sydney, NSW

Preparation of account opening and transfer forms for client presentation. Follow up and confirmation of asset transfers, rollovers and cash receipts. Preparation of Welcome Packs and schedule reviews in Xplan. Manage review cycle...

Client Relationship & Corporate Event Manager

Keegan Adams Recruitment

Sydney, NSW

$80,000 - $85,000 a year

Identify and book upcoming meetings; including research, site visits, finding resources to assist the event. In conjunction with the Client Services Managers, contact the key decision makers for AGMs with the objective of confirmi...

Investment Operations Associate

Keegan Adams Recruitment

Sydney, NSW

$90,000 - $100,000 a year

Provide asset consulting for clients in pension funds and superannuation through preparation and assessment of personalized reports. Work closely with the investment advisory team to provide exceptional portfolio analysis, perform...

Investment Research Consultant

Keegan Adams Recruitment

Sydney, NSW

Lead and progress merger project work, focusing on asset allocation, portfolio construction and asset migration. Utilise Front Office Super experience and multi-asset class expertise to contribute to decision-making processes. Con...

Graphic Designer

Keegan Adams Recruitment

Sydney, NSW

$70,000 - $80,000 a year

National marketing company experts in POS and Print. $70-80k + Super,depending on experience. Hybrid Work. Create Print Ready Artwork. Carry out pre-flight of files ,ready for printing internally and externally. Co-ordinate the d...

Home Lending Specialist

Keegan Adams Recruitment

Sydney, NSW

$100,000 - $100,000 a year

Develop and enhance relationships with current and prospective customers. Provide inbound customer support in sales, onboarding, settlement and servicing customer journeys. Assist with the loan application process and underwrite l...

Home Lending Specialist

Keegan Adams Recruitment

Sydney, NSW

$100,000 - $100,000 a year

Develop and enhance relationships with current and prospective customers. Provide inbound customer support in sales, onboarding, settlement and servicing customer journeys. Assist with the loan application process and underwrite l...

Facilities Coordinator and Receptionist

Keegan Adams Recruitment

Sydney, NSW

Situated in the heart of the CBD, their boutique Sydney office boasts state-of-the-art design and fosters a collaborative, friendly team environment, providing an exceptional workplace experience. You will take pride in presentati...

Facilities Coordinator and Receptionist

Keegan Adams Recruitment

Sydney, NSW

Situated in the heart of the CBD, their boutique Sydney office boasts state-of-the-art design and fosters a collaborative, friendly team environment, providing an exceptional workplace experience. You will take pride in presentati...

Executive Assistant to the Chief Information Officer

Keegan Adams Recruitment

Sydney, NSW

$60 - $65 an hour

Manage the CIO's calendar, including scheduling appointments, coordinating meetings, and prioritizing commitments to ensure smooth day-to-day business operations. Handle invoicing, follow up on outstanding accounts, and track expe...

Investment Operations Associate

Keegan Adams Recruitment

Sydney, NSW

$80,000 - $100,000 a year

Oversight of daily fund operations among service providers, transfer agents, custodians, fund accountants. Assisting service providers with investor onboarding queries. Support new fund products and trading instruments. Monitor a...

Data Administrator

Keegan Adams Recruitment

Sydney, NSW

$34 - $36 an hour

Process transactions on behalf of customers. Assist with client enquiries. Identify and escalate potential issues and risks. Escalate system faults. Opening of new accounts. Update and amend customer accounts. Create and send corr...

Associate Adviser

Keegan Adams Recruitment

Sydney, NSW

$15,000 - $85,000 a year

Preparation of account opening and transfer forms for client presentation Follow up and confirmation of asset transfers, rollovers and cash receipts Preparation of Welcome Packs and schedule reviews in Xplan Manage review cycle m...

IT Administrator

Keegan Adams Recruitment

Sydney, NSW

$111,940 - $111,940 a year

Act as primary internal contact for technology issues, liaising with external providers and supporting the Administration Team. Develop and oversee office IT systems, ensuring efficiency and compliance with organisational standard...

Collections Officer

Keegan Adams Recruitment

North Sydney, NSW

$85,000 - $85,000 a year

Establish a strong, trusting relationship with customers. Contact early-stage customers for collection purposes and skilfully negotiate payment of outstanding debts. Managing customer enquiries, delivering exceptional customer ser...

Administrative Assistant

Keegan Adams Recruitment

Redfern, NSW

Providing quality and proactive support to the retail team. Actively contributing to the team through meeting preparation and hands-on attendance. Liaising with a range of internal and external stakeholders. Cross referencing repo...

Business Development Associate - Investment

Keegan Adams Recruitment

Sydney, NSW

Connect with financial advisors, brokers and accountants in delivering strong business proposition. Manage the sales cycle, identify, lead generation, qualification and convert new opportunities. Build and grow client portfolio'...

Senior Visual Designer

Keegan Adams Recruitment

Sydney, NSW

Collaborate to create innovative social digital advertising designs that drive brand awareness, ensuring alignment with the global strategy. Generate a variety of ideas quickly and efficiently, and storyboard, brief, and present m...

Treasury & Markets - Business Support Management

Keegan Adams Recruitment

Sydney, NSW

$130,000 - $150,000 a year

Minimum 5 years experience from Treasury / Financial Markets in a Middle Office, Trade Support or Product Control capacity. High attention to detail. A strong sense of responsibility and accountability.Excellent communication and...

Product Associate

Keegan Adams Recruitment

Sydney, NSW

Collaborate with the wider Marketing, Sales, Investment and Operations teams on product releases and the monitoring of products already inmarket. Own the preparation of performance and analytical data for internal and external re...

Investment Operations Analyst - 12 Month Contract

Keegan Adams Recruitment

Sydney, NSW

$75,000 - $90,000 a year

The positions are highly diverse where you will gain a deep understanding of the entire middle office investment function. Role Responsibilities (examples of but not limited to)- Cash Management: money market and FX execution- Rec...

Corporate Receptionist

Keegan Adams Recruitment

Sydney, NSW

$86,896 - $86,896 a year

Welcomingguests in a professional & courteous manner;. Answeringanddirectingcalls & taking accurate messages accordingly;. Overseeingandmaintainingthe front office & meeting rooms;. Organise meeting rooms, including IT and...

Administrative Assistant

Keegan Adams Recruitment

Sydney, NSW

$70,000 - $75,000 a year

Providing quality and proactive support to theretail team. Actively contributing to the team through meeting preparation and hands-on attendance.. Liaising with a range of internal and external stakeholders.. Cross referencing...

Office & Facilities Coordinator

Keegan Adams Recruitment

Sydney, NSW

$80,000 - $80,000 a year

Highly respected global Financial Services firm. 12-month fixed term contract. Collaborate with global teams and vendors to ensure office operations run smoothly. Plan and schedule preventive and corrective maintenance activities...

Executive Manager, Wholesale Banking

Keegan Adams Recruitment

Sydney, NSW

$180,000 - $180,000 a year

Ensure business strategies, plans and initiatives are delivered in compliance with governing regulations, internal policies and procedures. Extensive stakeholder engagement, both internally and externally. Set priorities and manag...

Account Manager - Print

Keegan Adams Recruitment

Sydney, NSW

$90,000 - $90,000 a year

Manage print and display requirements by working closely with the client and internal teams including graphic design etc.. Ensure contractual agreements are met and proactively identify opportunities for cost saving and/or increa...

Investment Content Specialist

Keegan Adams Recruitment

Sydney, NSW

$120,000 - $160,000 a year

One of the global leaders in investment management, specialising across ETF products are seeking an Investment Content Specialist. They are one of the top performing fund managers in Australia and are growing in size and FUM. The...

Facilities Coordinator

Keegan Adams Recruitment

Sydney, NSW

$80,000 - $90,000 a year

Highly respected global Financial Services firm | Boutique-sized Sydney office. 12-month fixed term contract. Collaborate with global teams and vendors to ensure office operations run smoothly. Plan and schedule preventive and co...

Junior Investment Analyst

Keegan Adams Recruitment

Sydney, NSW

Independently conducting fundamental analysis of companies. Developing and maintaining detailed financial models for companies. Publishing and presenting timely research notes and reports within a group setting. Collaborating with...