Financial Services Coordinator

1 week ago

Melbourne, Victoria, Australia beBeeCustomerSupport Full time $100,000 - $110,000
Job Overview

We are seeking a skilled Financial Services Coordinator to join our team. As a key member of our financial advice team, you will play a vital role in delivering exceptional customer service throughout the financial planning process.

Responsibilities:
  • Provide superior customer support to clients across various channels, ensuring prompt resolution and adherence to service standards.
  • Collaborate with the Financial Planning team to deliver a seamless client experience.
  • Prepare for client consultations by verifying necessary information well in advance.
  • Act as the primary point of contact for clients, resolving administrative inquiries and escalating complex questions to senior advisors when necessary.
  • Manage client records across all systems, maintaining compliance with regulatory requirements.
  • Review financial plans for basic compliance elements such as fee structures and formatting.
  • Process client applications and requests efficiently, consistently meeting or exceeding performance targets.
  • Handle moderately complex client inquiries via phone and written communication, escalating complex issues to senior staff when required.
About You:

The ideal candidate will possess a strong background in client service within a financial services environment, backed by relevant qualifications or ongoing studies. You will be detail-oriented, organized, and committed to delivering outstanding outcomes for clients. Your ability to communicate clearly and work collaboratively will ensure your success in this role.

  • Financial Services Coordinator

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $24,960 - $30,000

    Job Title:Financial Services Coordinator(An exciting opportunity to join our team as a Financial Services Coordinator)

  • Financial Services Coordinator

    1 week ago

    Melbourne, Victoria, Australia beBeeCoordination Full time $90,000 - $110,000

    Financial Services CoordinatorAn exciting opportunity has arisen for a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. As a key member of the finance team, you will play a critical role in ensuring the smooth operation of our financial processes.The successful candidate will be responsible for...

  • Financial Services Coordinator

    7 days ago

    Melbourne, Victoria, Australia beBeeAccountability Full time $80,000 - $100,000

    Job Title: Financial Services CoordinatorWe are seeking a skilled and detail-oriented Financial Services Coordinator to join our team.Key Responsibilities:Process sales invoices and associated paperwork in a timely and accurate manner.Verify and match media supplier invoices, ensuring accurate pricing and coding.Reconcile invoices with Media bills,...

  • Workforce And Financial Analyst

    1 week ago

    Melbourne, Victoria, Australia Latitude Financial Services Full time

    Latitude is currently seeking a talented Workforce & Financial to join us in a permanent role. This role works in the Portfolio Delivery Operations team and reports into the Workforce Leader. The WFM team focuses on ensuring that the Contingent Workforce within Pay (is adequately resourced. The Analyst acts as the primary drive to ensure that Latitude...

  • Financial Services Coordinator

    4 days ago

    Melbourne, Victoria, Australia beBeeAccountability Full time $80,000 - $105,000

    We are seeking a highly skilled Financial Services Coordinator to lead our organization's AR-Billing function in Melbourne.About the RoleKey responsibilities include:Billing and vendor managementReceipting and follow-up of overdue feesInvestigation of overdue accounts and reconciliation of accountsProcessing payments, cheques, and direct debitsEffective...

  • Financial Planner

    2 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside 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...

  • Financial Services Coordinator

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $72,300 - $91,800

    Job Description\Helpers the management and coordination of business, human resource and administrative policy practices and procedures that support our organisation achieve its operational and strategic objectives. We contribute to building our capacity and capability through providing services such as:">budget and financial reporting;business management...

  • Financial Planner

    1 week ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside 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...

  • Hr Coordinator Financial Services

    1 week ago

    Melbourne, Victoria, Australia Fourquarters Full time

    Commencing Immediately- Potential Temporary to Permanent conversion- National Financial Services Co.Flourishing Financial Services firm based in CBD, are looking for a fast paced, thorough and methodical HR Coordinator to support them with generalist HR matters.Initially commencing on a temporary basis, this role has scope to become permanent. The role will...

  • Financial Services Coordinator

    6 days ago

    Melbourne, Victoria, Australia beBeeAdministration Full time $60,000 - $80,000

    Job DetailsWe are seeking an experienced Finance Administration Assistant to join our dynamic team in Melbourne's west.Key ResponsibilitiesAssist the finance team with customer interactions and administrative tasks, ensuring timely and accurate completion of daily financial duties.Manage data entry and coordination of financial tasks, maintaining high...