Financial Services Coordinator
7 days ago
Sterling Ltd is a forward-thinking company that values its employees and strives for excellence. We offer a comprehensive range of benefits designed to support your wellbeing and professional growth.
Job DescriptionThe Client Administrator will be responsible for, although not limited to, the following tasks:
- Manage and build relationships with our clients, ensuring satisfaction.
- Understand and implement financial advice presented to our client bank, achieving success.
- Work with global peers to achieve timely client results, driving progress.
- Prepare and process client documentation, maintaining quality.
- Work closely with other departments to achieve sound client outcomes, enhancing our reputation.
- Provide accurate and detailed client communication, addressing queries and concerns.
- Complete contact logging and record keeping of daily activities, maintaining transparency.
- Update and maintain the client databases, ensuring data integrity.
- Pursue various research and projects, driving innovation and growth.
- Previous administrative experience in Financial Services is preferred, showcasing your skills and adaptability.
- Demonstrate strong organisational skills with meticulous attention to detail, ensuring precision.
- Showcase excellent communication skills, both written and verbal, facilitating effective collaboration.
- Demonstrate ability to multi-task and prioritise tasks effectively in a fast-paced environment, managing complexity.
-
Financial Services Specialist
2 days ago
Perth, Western Australia Shakespeare Financial Group Full timeShakespeare Financial Group is a leading provider of financial solutions, employing over 80 professionals across various divisions. Our team is dedicated to delivering exceptional results for clients, with a strong focus on professionalism and client care.The OpportunityWe are seeking a highly skilled and motivated SMSF Accountant to join our team. As an...
-
Financial Settlements Coordinator
4 days ago
Perth, Western Australia Allianz Popular SL. Full timeAllianz Popular SL is a leader in the insurance industry, and we're committed to attracting and retaining top talent. As a Financial Settlements Coordinator, you'll play a key role in resolving complex financial settlements, working closely with customers, third-party providers, and internal stakeholders.About the Role:You'll be responsible for coordinating...
-
Financial Services Coordinator
2 days ago
Perth, Western Australia Harry Maxwell Full timeHiring a Client Service Manager is a key priority for Harry Maxwell, and we are seeking a highly skilled and experienced professional to join our team. The successful candidate will have a minimum of 5 years' experience in a client-facing role, with strong attention to detail and problem-solving skills.They will be responsible for managing client...
-
Service Delivery Coordinator
2 days ago
Perth, Western Australia Overdrive Recruitment Full timeJob DescriptionIn this role, you will be responsible for managing client relationships and providing exceptional customer service. This includes:Responding to client inquiries and resolving issues promptly and professionally.Coordinating with financial advisers to implement financial advice and process applications efficiently.Managing client administration...
-
Financial Transaction Coordinator
3 days ago
Perth, Western Australia Labourplus Security Full timeThe Financial Transaction Coordinator will play a key role in recording and maintaining financial transactions and statements, ensuring accuracy and timely reporting across all financial activities.This position requires strong analytical skills to identify discrepancies and resolve issues promptly. The ideal candidate will have a strong understanding of...
-
Service Coordinator Professional
5 days ago
Perth, Western Australia Nulsen Disability Services Full timeJob DescriptionWe are seeking a highly organised and professional Service Coordinator/Scheduler to join our team.The successful candidate will plan and schedule service jobs for our team of technicians, ensuring timely delivery and excellent customer satisfaction.About UsDiverseco is a leading provider of measurement and automation solutions, operating since...
-
Senior Financial Performance Coordinator
1 day ago
Perth, Western Australia Brunel GmbH Full timeWe are looking for a highly motivated Senior Financial Performance Coordinator to join our team at Brunel GmbH. As a key member of our finance department, you will be responsible for providing financial support to our business units.Your Key Responsibilities:Provide financial planning and analysis expertise to support business decision-making.Develop and...
-
Accounting Services Coordinator
6 days ago
Perth, Western Australia marvinHR Full timeJob Description:We are seeking a highly organized and detail-oriented individual to join our team as an Accounting Services Coordinator. As a key member of our financial planning team, you will be responsible for providing administrative support, managing client databases, and preparing applications for submission.About the Role:As an Accounting Services...
-
Financial Planning Manager
2 days ago
Perth, Western Australia Overdrive Recruitment Full timeAbout the RoleThis is an exciting opportunity to join a highly respected financial advisory firm as a Client Service Manager. In this role, you will be the backbone of our financial advisory team, ensuring seamless support for both clients and advisers.Your key responsibilities will include:Working closely with financial advisers to implement financial...
-
Financial Services Specialist
2 days ago
Perth, Western Australia NXTGIG Full timeJob OverviewNXTGIG is a leading provider of investment banking services, seeking a highly skilled Financial Services Specialist to join our team. This role involves providing exceptional advisory services to clients on mergers and acquisitions, capital raising initiatives, and other strategic objectives.Key ResponsibilitiesConduct in-depth financial analysis...
-
Financial Reporting Specialist
4 days ago
Perth, Western Australia FinTech Services Australia Full timeAbout UsFinTech Services Australia (FSA) is a leading provider of innovative finance solutions, driving businesses to connect and grow their customers through technology.We bring together growth-minded individuals with expertise in the latest tech, marketing, finance, and data. Our customer-driven culture has earned us recognition for being accessible and...
-
Financial Services Officer
4 days ago
Perth, Western Australia BOQ Specialist Group Full timeJob DescriptionThe Customer Service Officer role is the first point of contact in the Branch, providing exceptional customer service to our customer network. You will identify and support customers to explore their current and future financial needs. You will be responsible for undertaking transaction activities for customers, educating them on using digital...
-
Financial Service Representative
5 days ago
Perth, Western Australia Commonwealth Bank Full timeThe Commonwealth Bank is committed to delivering a seamless banking experience for its 10 million+ personal and small business customers. As a Customer Banking Specialist, you will play a critical role in achieving this goal.Your primary responsibility will be to work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for...
-
Financial Services Implementation Manager
5 days ago
Perth, Western Australia Stirling Hwy Nedlands Full timeAbout the Opportunity:We are seeking a highly skilled Financial Services Implementation Manager to join our team at Stirling Hwy Nedlands. In this role, you will be responsible for managing the implementation of our financial systems, providing technical support and guidance to colleagues, and ensuring compliance with regulatory requirements.About the...
-
Financial Service Representative
7 days ago
Perth, Western Australia Bendigo Superannuation Pty Part timeJob Overview:This Part Time Customer Experience Specialist role is based at Community Bank Tambellup. The successful candidate will work 56 hours per fortnight, Monday to Thursday 8.45am - 4.15pm. In this dynamic and high-impact role, you will make your mark by building connections with customers, supporting their financial needs, and becoming the face of...
-
Group Financial Support Associate
6 days ago
Perth, Western Australia MA Services Group Full timeThis dynamic role offers the opportunity to contribute to the success of MA Services Group's financial operations. As an Assistant Accountant, you will play a vital part in ensuring the accuracy and timeliness of financial reporting.You will work closely with the Group Hospital Finance team to process daily bank accounting transactions, ensure Divisional...
-
Controller of Financial Services
2 days ago
Perth, Western Australia Santos Limited Full timeCompany OverviewSantos Limited is a leading player in the energy sector, with a focus on providing reliable and affordable energy solutions to meet the evolving needs of our customers.Our StrategyWe are committed to delivering long-term value to our shareholders through our diverse portfolio of high-quality, long-life, low-cost oil and gas assets, carbon...
-
Senior Product Service Engineer
1 week ago
Perth, Western Australia Caterpillar Financial Services Corporation Full timeCareer Area: Product Support Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities.We don't just talk...
-
Financial Services Professional
2 days ago
Perth, Western Australia Charterhouse Full timeCompany Overview:Charterhouse, a leading financial services firm, is seeking an Intermediate Accountant to join its Business Services team.This is an excellent opportunity for a qualified accountant to take the next step in their career and work with a top-tier firm that offers great progression options and exposure to large clients.Hybrid...
-
Corporate Accountant
4 days ago
Perth, Western Australia FinTech Services Australia Full timeAbout this OpportunityWe are seeking a skilled Business Analyst - Finance to join our finance team. In this role, you will support the Finance Manager with financial reporting, tax compliance, and financial forecasting/modelling.ResponsibilitiesPrepare monthly management accounts in approved format with analysis of performance and recommendations for...