Senior Financial Services Administrator

6 days ago

Newcastle, New South Wales, Australia beBeeCoordinator Full time $60,000 - $80,000

Are you looking for a challenging opportunity in the financial services sector?

">

We have an exciting role available for an experienced Client Service Coordinator to join our team.

This is a hands-on, fast-paced position where you will provide administrative support to multiple Financial Advisers.

">
  • Maintain accurate and compliant client records
  • Prepare and organise documentation for adviser and client reviews
  • Assist Financial Planners in implementing recommendations for clients
  • Prepare and manage ongoing service agreements
  • Update client information in the CRM and other systems to ensure smooth operations

You will be part of a workplace that values teamwork, ongoing learning, and development, and you will enjoy the chance to grow in your career while working alongside industry professionals.

">Key Responsibilities:
  • Deliver high-quality administrative support to Financial Advisers
  • Develop and maintain effective relationships with clients and colleagues
  • Contribute to the growth and success of the team
">Requirements:
  • Minimum 2 years' experience in a client service admin position
  • Strong compliance focus and attention to detail
  • Analytical mindset with critical thinking and problem-solving ability
  • Proficiency in Microsoft Office and client CRM's
  • Strong written and verbal communication skills
  • Organised with effective time management and the ability to meet deadlines
">What We Offer:

This role offers the chance to work for a supportive employer in a welcoming office environment.

">
  • Opportunities for professional development and upskilling
  • Well-structured workflows
  • Optional team-building and social events
  • Additional leave entitlements
">About Us:

At [Company Name], we value diversity and inclusion and strive to create an environment of equal opportunity.

">

If you are a motivated and experienced individual looking for a new challenge, please apply today.

  • Intermediate to Senior Accountant

    2 weeks ago

    Newcastle, New South Wales, Australia Aspira Business & Financial Services Full time

    Talent Acquisition Manager @ Aspira | HR, Recruiting Ready to make a change in your accounting career without sacrificing work-life balance? Aspira Business and Financial Services is looking for a driven Intermediate to Senior Accountant to join our dynamic and supportive team in the heart of Newcastle. This full-time role offers the best of both...

  • Senior Financial Project Coordinator

    1 week ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $45,000 - $70,000

    Project Financial SpecialistThis is an exciting opportunity to work on a wide range of financial and administrative tasks associated with project lifecycles.We are looking for a highly motivated Project Financial Administrator to assist in key roles within our finance team. As a key member, you will be responsible for managing project records and assisting...

  • Financial Administrator

    1 week ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $65,000 - $70,000

    Job SummaryWe are seeking a highly motivated and organized professional to fill the role of Financial Administrator. The successful candidate will be responsible for assisting with day-to-day financial and administrative tasks, ensuring the smooth operation of our organization.The ideal candidate will have a minimum of 2 years of experience in a similar role...

  • Financial Administrator

    1 week ago

    Newcastle, New South Wales, Australia beBeeAccounts Full time $3,600 - $3,900

    About the Role:The Accounts Payable Officer will be responsible for ensuring timely and accurate processing of invoices, payments, and reconciliations.This position plays a vital role in maintaining financial accuracy and providing support across various finance and administrative tasks.Monitor the finance inbox and action messages promptlyCreate, maintain,...

  • Senior Financial Services Professional

    5 days ago

    Newcastle, New South Wales, Australia beBeeAccountant Full time $90,000 - $120,000

    Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team. As a key member of our financial services offering, you will play a critical role in delivering exceptional results for our clients.About the RoleThis is an exciting opportunity for an experienced accountant to take on a senior leadership position and contribute to the growth...

  • Client Services Officer

    7 days ago

    Newcastle, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full time

    Overview Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now. Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative,...

  • Financial Administrator

    4 days ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $60,000 - $80,000

    Job Title: Financial AdministratorThe successful candidate will be responsible for processing a high volume of invoices, creating purchase orders and assisting staff with their completion.They will also match POs with supplier invoices, follow up with staff and suppliers in resolving discrepancies and assist the accountant and accounts payable team with...

  • Mortgage Broker

    3 weeks ago

    Newcastle, New South Wales, Australia Aspira Business & Financial Services Full time

    2 days ago Be among the first 25 applicantsAspira Business & Financial Services provided pay rangeThis range is provided by Aspira Business & Financial Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$80,000.00/yr - A$200,000.00/yrDirect message the job poster from Aspira...

  • Senior Administrative Officer

    1 week ago

    Newcastle, New South Wales, Australia beBeeExecutive Full time $72,880 - $96,400

    Key ResponsibilitiesYou will deliver high-level support to senior leaders, including calendar and event management.Respond as the first point of contact to enquiries that pertain to senior leaders, requiring an excellent working knowledge of the organisation.Build positive relationships with internal and external stakeholders to provide executive...

  • Financial Services Professional

    7 days ago

    Newcastle, New South Wales, Australia beBeePara Full time $75,000 - $90,000

    Role OverviewSupport experienced Financial Planners in a dynamic and collaborative environment.This is an excellent opportunity for a Para Planner to develop their skills and contribute to the success of our team.Provide administrative support to Financial PlannersAssist in the preparation of Statements of Advice (SOAs)Collaborate with the administration...