Customer Financial Specialist

Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to support our team in achieving their objectives. As an integral member of the financial operations team, you will play a vital role in ensuring timely and efficient delivery of results.You will work closely with our team to identify and implement process improvements, enhancing...

**More about the role**Our Customer Service Specialist role is pivotal to supporting our purpose. Based in our**Figtree branch** you will provide support and serve the local community as the first point of contact for our retail customers and their banking needs.You'll be challenging yourself every day to deliver sales results and help our customers meet...

Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team. As a key member of our operations, you will play a vital role in delivering exceptional customer service and ensuring the smooth processing of benefit payments for Superannuation clients.The ideal candidate will have a strong understanding of legislative limits and...

Key Role OverviewAs a leading global provider of financial services and technology, we seek highly motivated individuals to join our team as Client Solutions Specialists. In this pivotal contact centre role, you will serve as the first point of contact for clients and financial advisers, delivering exceptional service through phone, email, and web chat...

Job SummaryThe role of a Financial Planning and Analysis Specialist is responsible for developing and implementing processes to support the achievement of strategic objectives. This includes budgeting, forecasting, and financial reporting.This position requires strong analytical skills and attention to detail to ensure accurate financial information is...

Job TitleFinancial Operations SpecialistKey Responsibilities:Process payroll and generate invoices with precision.Reconcile bank transactions and prepare account statements.Track employee expenses, leave days, and entitlements.Ensure all company compliance, including ASIC filings and insurance, is up to date.Required Skills:Proficiency in Xero and Google...

**Credit Control Specialist**Our leading food manufacturer is seeking a skilled Credit Control Specialist to oversee their accounts receivable function.Manage collections and resolve payment disputes effectively.Reconcile accounts and provide timely financial reports.Implement proactive credit control measures to minimize bad debts.Analyse customer payment...

Our Customer Support Team is the face of our business, providing exceptional service to our customers and delivering sales results that meet their financial goals.This pivotal role is based in our Figtree branch and requires you to be the first point of contact for our retail customers and their banking needs. You will need to have demonstrated work...

About This Role:We are seeking a dynamic and motivated professional to provide quality customer service.Key Responsibilities:Help customers achieve their financial goalsIdentify customer needs and offer solutions with our products and servicesAchieve personal and team daily and monthly targetsAbout Us:We've been helping people in NSW and South East QLD with...

Job Title: Portfolio Controls SpecialistThis role involves developing and implementing portfolio, program, and project budgeting, forecasting, and financial reporting processes to ensure high-quality information is available for planning and managing the portfolio's finances.About the Role:The Portfolio Controls Specialist will lead the development and...