Financial Services Support Specialist

3 days ago

Sydney, New South Wales, Australia beBeeAdministrative Full time $100,000 - $120,000
Key Responsibilities
  • Client Liaison & Office Operations
  • Evaluate and greet clients in a meeting office environment, ensuring they feel welcome and supported.
  • Maintain a professional, organised, and client-ready office setting.
  • Act as the primary point of contact for clients and external stakeholders.
About The Role

We are seeking an exceptional Administrative Professional to join our team. The ideal candidate will have:

  • Minimum 3 years' experience in a receptionist, administrative assistant, or office support role.
  • Strong self-motivation with pride in producing high-quality work.
  • Previous financial services experience is preferred but not essential.
  • Proficiency in Microsoft Word, Outlook, and solid knowledge of Excel.
  • Excellent communication skills — confident, professional, and client-service focused.
  • Comfortable managing client interactions and liaising with service providers.
  • Strong organisational and time management skills, with outstanding attention to detail.
  • Experience with CRM systems (highly regarded).
Benefits & Opportunities

As an Administrative Professional at our organisation, you will play a key role in shaping the client experience and representing our brand. You will work independently in a professional and client-focussed environment, while still part of a supportive team.

Gain exposure to the financial services industry, with genuine opportunities for growth and progression.

Requirements

The following are required skills and qualifications for this role:

  • Application Support Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Midwinter Financial Services Pty Full time

    At Midwinter, we know there's a human interaction behind every quality advice experience. That's why we're focused on supporting our clients with software that simplifies how they deliver advice. From managing compliance to scaling practices, our software supports everyday tasks so clients can focus on providing great advice and growing their...

  • Financial Services Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $100,000 - $120,000

    Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team. This individual will be responsible for managing inquiries from financial advisors and customers, providing consultative conversations regarding complex products, and utilizing first-class customer service skills to identify client needs.Key...

  • Only 24h Left Client Services Specialist

    4 days ago

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

    Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:1. Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring, investigating,...

  • Financial Services Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeAccountant Full time $100,000 - $110,000

    Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our finance department, you will play a vital role in ensuring the accuracy and integrity of our financial records.Responsibilities:Enter financial transactions into accounting software, ensuring all data is current and correct, and...

  • Client Service Officer

    3 days ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Add expected salary to your profile for insightsInsignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesChampion providing client service and administrative adviser supportLocation: Sydney CBD or ParramattaPermanent...

  • Client Service Officer

    3 days ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Add expected salary to your profile for insightsInsignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesChampion providing client service and administrative adviser supportLocation: Sydney CBD or ParramattaPermanent...

  • Financial Services Specialist

    6 hours ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $55,000 - $110,000

    Job DescriptionWe are seeking a professional to work with customers in-person and over the phone to understand their financial needs and provide expert product knowledge to assist them in achieving their goals. You will refer customers to our specialist teams and coach them on our digital banking offerings.This role requires strong sales and customer service...

  • Associate, Financial Risk Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicants Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial Get AI-powered advice on this job and more exclusive features.Overview We don't simply hire employees.We invest in them.When you work at Chatham, we...

  • Associate, Financial Risk Advisory

    4 weeks ago

    Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...

  • Associate, Financial Risk Advisory

    2 weeks ago

    Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...