Financial Services Professional

OverviewI have been with McCormack Financial Services, now Wealth Financial, since 2016 and working in the Financial Services industry since 2003. Outside the office, I enjoy spending time with my young family, reading and outdoor activities.I love helping clients understand their financial situation and plan for their future. I have a passion for helping...

About UsWe are a company that believes in being passionate and proud, tenacious problem solvers. We pride ourselves on helping people to unlock possibilities in a no-nonsense approach.About the roleAs a national processing centre, our work environment is fast-paced but well-supported. Our business is constantly evolving and growing. We celebrate success and...

**Achieve Your Financial Goals with Our Support:**We're looking for a Customer Service Advisor to work with our local community in Australia.As a key player in the future of our business, you'll help individuals achieve their financial objectives by delivering tailored solutions that offer maximum value.Our team is passionate about making a difference for...

**Job Role Summary**We are seeking a highly skilled Bookkeeper to join our team. The ideal candidate will have experience in financial record maintenance, data entry processing, and payroll management.This role involves maintaining accurate financial records, reconciling accounts, and managing payroll functions. You will also be responsible for providing...

Empowering Families and Individuals Through Innovative Lending SolutionsYou'll play a pivotal role in helping families and individuals across Australia achieve their dreams by making complex financial concepts clear and simple, guiding customers towards the right products and services.As a key member of our team, you'll build and maintain exceptional...

Customer Service Associate Handle customer inquiries via phone/email/chat. Resolve issues promptly & professionally. Meet/exceed customer satisfaction targets. Key skills: Communication, Problem-solving, Customer-centricity

Loan Broker OpportunityWe are seeking a motivated individual to fill a key role in our mortgage broking team.Key Responsibilities:Foster strong relationships with clients to understand their financial goals and provide tailored solutions.Utilize established networks and referral partnerships to drive business growth.Stay up-to-date on industry trends and...

Deliver Exceptional Banking Services:We are a pioneering bank that prioritizes member experience and engagement.Our focus on digital banking services empowers members to achieve their financial goals.Your Key Responsibilities:Ensure seamless end-to-end banking experiencesMake outbound calls to new and prospective membersRefer mortgage enquiries to our...

Develop business planning process, prepare reports and analyze all chief metrics for all financial plansCollaborate with different operations teams to achieve all business objectives and prepare appropriate business proposals and operating practices

Job Title: Financial Management ProfessionalThis is a rare opportunity to take on a key role in the financial sector.Consolidate financial results across the organizationAnalyse and account for complex financial deals and arrangementsProvide expert advice on deal structuring, including accounting and tax impactsValue and model prospective deals to inform...