
Financial Services Specialist
2 days ago
This is an exciting opportunity to provide specialist financial services for clients. Key responsibilities include:
- Preparing financial reconciliations and general ledger entries.
- Reviewing daily banking requirements, liquidity management, and cash handling processes.
- Ensuring compliance with regulatory requirements and providing accurate reporting.
- Maintaining financial records and developing partnerships with key stakeholders.
We are seeking a degree-qualified professional or someone with high-level industry experience who possesses intermediate Microsoft Office skills and knowledge of automation and process simplification.
Preferred qualifications include investment expertise, understanding of the asset management and superannuation industries.
We offer a dynamic work culture, flexible working arrangements, and opportunities for growth and professional development.
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
7 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Support Specialist
2 days ago
Melbourne, Victoria, Australia Liberty Financial Full timeAbout LibertyHelping people is in our DNA. As the leading non-bank lender in Australia, for decades we have been providing free-thinking loans and have helped over 500,000 people get financial. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional experiences for our customers.We are a...
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Financial Services Specialist
7 days ago
Melbourne, Victoria, Australia beBeeFinancial Full time $76,459 - $88,725Job Title: Financial Services SpecialistAbout the Role:As a Financial Services Specialist, you will be responsible for providing exceptional financial support and advice to meet the day-to-day financial requirements of our business stakeholders. You will be part of an agile, collaborative and high-performing team.Your Key Responsibilities Will...
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Financial Services Specialist
5 days ago
Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000Job Title: Financial Services Specialist">The role of the Financial Services Specialist is central to the day-to-day operations of the banking and settlements team, being one of the first points of receipt for transactions from the Front Office.">This position provides an opportunity to work in a collaborative team environment where you will be responsible...
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Financial Services Specialist
7 days ago
Melbourne, Victoria, Australia beBeeProcurement Full time $90,000 - $110,000Financial Services SpecialistAward-Winning Culture and a Supportive TeamThe Role: We are seeking an experienced Financial Services Specialist to deliver financial and procurement administrative services. This role involves maintaining sound financial and procurement controls and governance in line with organisational policies.About Us: We are a...
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Financial Services Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeStrategic Full time $120,000 - $180,000Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to work closely with our Senior Partner in managing a dynamic portfolio of high net worth clients.The successful candidate will be responsible for providing strategic financial advice and proactive support, developing and implementing complex strategies that meet the...
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Financial Services Specialist
7 days ago
Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000Financial Services Specialist RoleWe are seeking a skilled Financial Services Specialist to join our team. This exciting opportunity will involve working in a dynamic environment, managing financial applications, ensuring legal compliance, and maximizing finance opportunities for customers.Your responsibilities will include:Partnering with sales teams to...