VISIS Private Wealth jobs

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ACCOUNTANT

Brisbane CBD Location & close to public transport. Boutique Firm with expanding client base. Positive work culture. Fostering strong relationships with our esteemed clients. Collaborating with advisers to deliver superior outcomes...

CompanyVisis Private Wealth
AddressBrisbane, QLD
CategoryAccounting & Finance
Salary$75,000 - $90,000 a year
Job typeFull time
Date Posted 3 weeks ago See detail

Accountant

Visis Private Wealth

Brisbane, QLD

$75,000 - $90,000 a year

Brisbane CBD Location & close to public transport. Boutique Firm with expanding client base. Positive work culture. Fostering strong relationships with our esteemed clients. Collaborating with advisers to deliver superior outcomes...

Client Services Officer in Leading Wealth Management Firm

Visis Private Wealth

Brisbane, QLD

$50,000 - $65,000 a year

Data entry and management of client data in X-Plan. Maintenance of all client files. Management of inbound and outbound client correspondence. Admin duties including scanning, mail, and filing. General administrative support to ad...

Practice Manager

Visis Private Wealth

Brisbane, QLD

$140,000 - $160,000 a year

Practice/General Management. Stakeholder Engagement. Compliance/AFSL Management. Management of overall VPW operations with a focus on maintaining high levels of advice quality, service delivery and productivity. Ensure adherence t...

Associate - Advice Documentation & Strategy Development

Visis Private Wealth

Brisbane, QLD

$70,000 - $85,000 a year

development of quality advice documents. creation of advice presentations. assistance with formulation of appropriate financial strategies for clients. detailed financial modelling through XTOOLS+. compilation of market reports a...