Current jobs related to Financial Services Portfolio Coordinator - Sydney, New South Wales - Fitzgerald Jenkins Recruitment

  • Financial Risk Management Leader

    4 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we value individuality and promote a culture where every voice matters.We offer a permanent full-time opportunity in VIC/NSW with hybrid working arrangements.About the RoleThis position reports to the Head of Enterprise Portfolio Risk & EPMO and is responsible for coordinating risk management associated with the delivery of our...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia Jones Lang LaSalle IP, Inc. Full time

    About JLLJones Lang LaSalle IP, Inc. empowers professionals to shape a brighter future in real estate.We combine world-class services, advisory, and technology for our clients to create a better world.Our people are committed to hiring the best talent and empowering them to thrive, grow meaningful careers, and find a place where they belong.About the...

  • Financial Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Job Summary:We are seeking an experienced Financial Portfolio Manager to join our team at Click and Connect Online Limited in Sydney, Australia. This role requires a highly motivated individual with a proven track record in wealth management and exceptional client relationship skills.About the Role:The successful candidate will be responsible for developing...

  • Senior Financial Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia Mirvac Full time

    Mirvac is a leading Australian property group with a clear purpose to reimagine urban life. For over 50 years, we have dedicated ourselves to shaping Australia's urban landscape. Our evolution has been significant, growing from a small joint venture to a thriving ASX-listed property group that leads the way in sustainability, innovation, safety, and...

  • Financial Accountant

    4 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group. This role will involve ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to contribute to the financial...

  • Portfolio Manager

    1 month ago

    Sydney, New South Wales, Australia Curtis Partnership Full time

    About the RoleCurtis Partnership is seeking a highly skilled and organized Investor Services Associate to join their dynamic team supporting investor clients across multiple countries including Australia and Singapore.This role offers an opportunity to manage client relationships, handle enquiries, and assist with essential business operations in a prime CBD...

  • Commercial Portfolio Coordinator

    4 weeks ago

    Sydney, New South Wales, Australia Talent Web Full time

    About the RoleTalent Web is seeking a dedicated Property Administrator to join their team at one of Australia's most significant urban renewal projects. The role offers an opportunity to contribute to a landmark development that integrates world-class office spaces, retail, and public facilities.Key Responsibilities:Provide high-level administrative support...

  • Financial Portfolio Manager Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking a skilled Financial Portfolio Manager Specialist to join our team at Anton Murray Consulting. This is a key role that requires strong technical knowledge of financial products, excellent analytical and numerical skills, and the ability to work effectively in a fast-paced environment.About UsOur client is a leading international...

  • Senior Portfolio Services Associate

    1 month ago

    Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    Job DescriptionWe are seeking a Senior Portfolio Services Associate to join our team at State Street Corporation. This role will be based in [Location] and will report directly to the Team Lead.Job Summary:The Senior Portfolio Services Associate will be responsible for ensuring accurate and timely client portfolio information delivery. This includes...

  • Portfolio Officer

    1 month ago

    Sydney, New South Wales, Australia Essential Energy Full time

    About the Role\We are seeking an experienced Portfolio Officer to join our Property team at Essential Energy. This role will be based within the company footprint, with the ability to work from home in a hybrid environment.\As a key member of the team, you will play a pivotal role in supporting program and project governance, portfolio reporting, compliance,...

  • Strategic Business Development Manager, Superannuation and Financial Services

    4 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Company OverviewInsignia Financial is a leading financial wellbeing organisation dedicated to helping Australians feel confident about their money. We're passionate about creating positive impact in people's lives through our innovative products and services.

  • Enterprise Portfolio Coordinator

    4 weeks ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    Chandler Macleod is seeking a skilled Enterprise Portfolio Coordinator to join their team on a long-term basis in Parramatta.This opportunity would be ideal for someone looking to gain experience within the Enterprise Project Management Office (EPMO) space or further develop their skills in this area.The successful candidate will have approximately 18 months...

  • Financial Portfolio Strategist

    1 month ago

    Sydney, New South Wales, Australia Australian Retirement Trust Full time

    Australia's financial future is in your hands as a Portfolio Manager with the Australian Retirement Trust.About the Role:As a key member of our Private Corporate Assets team, you will play a crucial part in shaping the strategy for our Private Equity investment domain. This is a fantastic opportunity to drive financial empowerment and secure lasting...

  • Creative Visual Content Specialist

    2 days ago

    Sydney, New South Wales, Australia Greenstone Financial Services Full time

    We are Greenstone Financial Services, a leader in the sales and distribution of insurance products under a portfolio of credible owned and white-labelled brands.Our brands include Real Insurance, RSPCA Pet Insurance, Guardian, Australian Seniors Insurance Agency, and Choosi.We aim to make a positive difference in people's lives by providing quality solutions...

  • Global Financial Services Coordinator

    4 weeks ago

    Sydney, New South Wales, Australia Interactive Brokers Full time

    About the Role:\Component\Component\systeme a highly motivated and professional individual with strong client service experience to join our team as a Global Financial Services Coordinator.\Component\/p>\Component\Applicants will be responsible for resolving routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with...

  • Risk Management Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we foster an inclusive work environment where every individual's unique perspective and skills are valued.This Senior Manager Enterprise Risk role is a permanent, full-time opportunity located in VIC/NSW with hybrid working arrangements.You will report directly to the Head of Enterprise Portfolio Risk & EPMO and be responsible for...

  • Financial Services Specialist

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Financial Services Specialist to join our team in Sydney.**Job Summary:**Wealth management involves providing tailored financial advice and solutions to high-net-worth individuals and families. This role requires a deep understanding of the financial markets, exceptional client...

  • Financial Services Coordinator

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Description:We are seeking a highly motivated and experienced Financial Services Coordinator to join our team at Anton Murray Consulting.About the Role:This is an excellent opportunity for a professional with a background in unit trusts, managed funds, or related experience to take on a challenging role within our team.As a key member of our team, you...

  • Financial Portfolio Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Australian Retirement Trust Full time

    Audited estimates suggest the salary for this role will be in the range of $120,000 to $180,000 per annum.Company OverviewThe Australian Retirement Trust supports over 2.3 million members and manages almost $300 billion in retirement savings.We strive to create a culture that values inclusivity, diversity, and respect among our team members.About the...

  • Senior Financial Services Coordinator

    4 weeks ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    About the RoleChandler Macleod is seeking a Senior Financial Services Coordinator to join their team in Sydney. This 12-month contract position offers an exciting opportunity to work with a reputable client and potentially transition to a permanent role.Key Responsibilities:Manage accounts receivable, including processing payments and reconciling supplier...

Financial Services Portfolio Coordinator

1 month ago

Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

At Fitzgerald Jenkins Recruitment, we are seeking a highly motivated and organized Financial Services Portfolio Coordinator to join our team. The successful candidate will have the opportunity to work with a leading wealth management firm, providing full-service investment, financial planning, and wealth management services to their clients.

This is an excellent opportunity for individuals who want to further develop their skills and knowledge in the financial markets while supporting a team of experienced investment advisers and their clients.

The responsibilities of this role include:

  • Collaborating with senior advisors to collect and analyze financial and investment information to provide sound advice to clients
  • Maintaining client portfolios on a regular basis, including providing timely advice, reassessing client objectives, and revising investment strategies in line with financial goals
  • Providing accurate market information and stock research to clients, facilitating share trading, and keeping up-to-date with market-sensitive news
  • Executing administrative tasks efficiently and effectively for clients and senior advisors
  • Assisting with annual and quarterly reviews
  • Liaising with the operations team and client onboarding process

To be considered for this role, you should possess:

  • 2-5 years of experience in the financial services industry
  • Strong communication and relationship-building skills
  • A high level of motivation, self-direction, and organizational abilities

The estimated salary for this position is $80,000 - $110,000 per annum, depending on your qualifications and experience. If you are interested in this exciting opportunity, please apply through our portal or contact us for more information.