Financial Service Specialist
2 weeks ago
We are seeking a skilled and detail-oriented Financial Service Specialist to join our team. As a key member of our financial solutions team, you will play a crucial role in processing transactions with accuracy and efficiency.
About the Role:- You will be responsible for verifying transaction information and processing settlements with precision and speed.
- Your excellent communication skills will enable you to effectively assist customers with their inquiries and resolve any issues that may arise.
- You will maintain accurate records and manage multiple tasks simultaneously, prioritizing deadlines and goals.
- Your ability to work collaboratively with others will foster a positive and productive team environment.
- Verify transaction information and process settlements with accuracy and efficiency.
- Assist customers with inquiries and resolve any issues that may arise.
- Maintain accurate records and manage multiple tasks simultaneously.
- Collaborate effectively with others to achieve team goals.
- Demonstrate attention to detail in transaction processing and record-keeping.
- Showcase numeracy skills in handling financial transactions and calculations.
- Exhibit problem-solving abilities in addressing customer issues.
- Develop strong communication skills to interact professionally with customers and colleagues.
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Financial Planner
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Financial Planner
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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
3 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 Services Specialist
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