Financial Services Coordinator

Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

Osborne Richardson, a leading public sector recruitment specialist, is seeking a highly skilled candidate for the position of Financial Services Coordinator in Werribee, Victoria.We are looking for an individual with strong financial management skills and experience in accounts payable to fill this 2-month contract role.The successful candidate will have...

Job DescriptionThis role is inclusive of a 25% casual loading.Assignment duration is up to 4 months + Potential extension.Location: MelbourneWorking Arrangements: Hybrid - after the training is completeIdeal Start date: ASAPHourly Rate: $59.95 /Hour + Super (this includes casual loading)Work Hours: Regular business hours Monday to Friday (anticipated 7.6...

This role is inclusive of a 25% casual loading.Assignment duration is up to a period of 4 months + Potential extension.Location: MelbourneWorking Arrangements: Hybrid - after the training is completeIdeal Start date: ASAPHourly Rate: $59.95 /Hour + Super (this includes casual loading)Work Hours: Regular business hours Monday to Friday (anticipated 7.6 hours...

This role is inclusive of a 25% casual loading.Assignment duration is up to a period of 4 months + Potential extension.Location: MelbourneWorking Arrangements: Hybrid - after the training is completeIdeal Start date: ASAPHourly Rate: $59.95 /Hour + Super (this includes casual loading)Work Hours: Regular business hours Monday to Friday (anticipated 7.6 hours...

Job Title: Financial Services CoordinatorJob Summary:We are seeking an experienced Financial Services Coordinator to join our team at FourQuarters Recruitment. The successful candidate will be responsible for providing financial and administrative support to our clients.Key Responsibilities:Assist with day-to-day accounting transactions, including card...

Job Summary: Hudson is seeking a highly skilled Payments and Business Support Specialist to join our team.About Us: Hudson is a leading recruitment agency that provides a range of services to clients across various industries.Responsibilities:Coordinate, review and approve financial assistance payments.Conduct quality assurance checks to ensure all payment...

About the RoleWe are seeking a dedicated and detail-oriented professional to join our Private Client Advisers team as a Client Services Support Specialist. In this key role, you will help coordinate the implementation of client-approved wealth strategies and provide top-tier administrative support to ensure our clients receive exceptional service.Your...

About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

Role OverviewWe are seeking a dedicated and detail-oriented professional to join our Private Client Advisers team as a Client Support Specialist. In this key role, you will help coordinate the implementation of client-approved wealth strategies and provide top-tier administrative support to ensure our clients receive exceptional service.About the...

Unlock Your Potential as a Financial Planning AnalystAre you passionate about helping people achieve their financial goals? Do you have a knack for problem-solving and a desire to learn and grow? We're seeking a talented Financial Planning Analyst to join our team at Insignia Financial.About the RoleProvide expert advice and support to our clients and...

We are seeking a highly skilled Financial Services Coordinator to join our team at Maxxia Pty Ltd. As a key member of our Shared Services team, you will play a critical role in supporting the Plan Group businesses to deliver daily payments to providers and customers.Your responsibilities will include:Prompt daily transaction processing into JDE Accounting...

This role is inclusive of mandatory 25% casual loadingAssignment duration is up to a period of 4 months + Potential extension. Location: Melbourne Working Arrangements: Hybrid - after the training is complete Ideal Start date: ASAP Hourly Rate: $59.95 /Hour + Super (this includes casual loading) Work Hours: Regular business hours Monday to Friday...

This role is inclusive of a 25% casual loading in the hourly rate.Assignment duration is up to 4 months with potential extension.Location: MelbourneWorking Arrangements: HybridIdeal candidate will have experience in Accounts Payable and Accounts Receivable.Successful candidate will have general knowledge of government accounting and financial legislation.As...

Job SummaryData Entry Officers are required to join a dynamic team in Melbourne. The ideal candidate will have previous experience working in data entry, preferably within the financial services industry.Key Responsibilities:Accurately inputting data into the systemLiaising with internal teams/stakeholders to ensure critical milestones are metCoordinating...

About the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at Insignia Financial. As a key member of our team, you will be responsible for facilitating financial transactions in a client-centric role.Key Responsibilities:Prepare and ensure accurate net asset value calculation and daily unit prices in line with internal...

The OpportunityWe are seeking a highly skilled and motivated individual to join our Financial Services team as an Advice Associate. In this role, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a exceptional customer experience.Key ResponsibilitiesLiaise with financial planners and customers to...

Job DetailsAs a Sales & Research Intern at FXCM, you will play a key role in supporting our Financial Services Team in delivering exceptional customer experiences. Your primary responsibilities will include:Key Responsibilities:Conducting follow-up calls to existing clients to discuss their needs and preferences.Assisting in outbound call campaigns to...

The OpportunityWe are seeking a highly skilled and motivated Advice Associate to join our Financial Services business in Sydney or Melbourne. As a key member of our team, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a exceptional customer experience.Key ResponsibilitiesLiaise with financial...

This role is inclusive of casual loading and offers a competitive hourly rate.Assignment duration is up to a period of 4 months + Potential extension.Working Arrangements: Hybrid - after the training is completeIdeal Start date: ASAPHourly Rate: $59.95 /Hour + Super (this includes casual loading)Work Hours: Regular business hours Monday to Friday...