Financial Services Coordinator

About the JobAustralian Military Bank Ltd is seeking a highly skilled Financial Services Coordinator to join our team.This is an exciting opportunity for someone who wants to build their career with a trusted mutual bank. As a Financial Services Coordinator, you will be responsible for coordinating financial services and ensuring that all financial services...

About the RoleThe Financial Services Coordinator will be responsible for proactively assisting the Financial Adviser/s to exceed their clients' expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities.You will work closely with our exceptional Advisors and Paraplanners team to...

Financial Services CoordinatorAbout the RoleDriva is seeking a skilled Financial Services Coordinator to support our customer service team. In this role, you will work closely with our internal credit and service teams to ensure a consistent and seamless experience for our customers.Your main responsibilities will include:Coordinating and facilitating new...

About Our OrganizationE&P Financial Group (E&P) is a forward-thinking provider of financial services, dedicated to delivering expert advice that drives growth in a constantly changing financial landscape.Job DetailsThis part-time role involves serving as the primary point of contact for our valued clients, ensuring a positive experience. Your excellent...

Sydney Financial Planner RoleThis is a hybrid role for an experienced Financial Planner, focusing on providing high-quality advice to existing clients through personal interaction, reviews, and education services. The position also involves meeting and engaging new clients referred from accounting partners.Maintain and foster relationships with accounting...

A Career Opportunity at Pivot WealthPivot Wealth is a dynamic financial services company that values innovation, professionalism, and excellent customer service. We are currently seeking a skilled Client Service Officer to join our team and contribute to our success.As a Client Service Officer, you will work closely with our Financial Advisers to support the...

Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

About the OpportunityWe are excited to offer a Financial Services Associate position within our team. In this role, you will be responsible for providing administrative support to our financial services operations.The successful candidate will have a strong background in administration, with experience in managing records, coordinating processes, and...

About the RoleWe are seeking a highly motivated and experienced Client Service Officer to join our dynamic team at Pivot Wealth.This is an excellent opportunity for someone who is passionate about delivering exceptional client service and wants to build a long-term career in wealth management.The successful candidate will be responsible for supporting our...

The PositionWe are seeking an experienced Corporate Services Coordinator to join our team at Allens Corporate Services. In this role, you will be responsible for coordinating and managing various aspects of corporate services.Key Responsibilities:Matter Coordination: Coordinate and manage the logistics of client matters, including scheduling meetings and...

Job OverviewWe are seeking a highly organized and professional Field Service Specialist to support our team of Service Technicians. The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and have a strong attention to detail.Key ResponsibilitiesRespond to all service calls, book customer service requests,...

Job DescriptionThe primary focus of this role is to work closely with an on-site accounting group, motivated to refer clients and grow the business. You will display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.Benefit from a high level of internal support with dedicated...

At Alter Domus, we believe that our success relies on the unique perspectives and experiences of our people. As a Financial Operations Coordinator, you will play a vital role in supporting our clients' financial operations, ensuring seamless interactions with third-party vendors, investors, and fund managers.Key Responsibilities:Manage daily fund operations,...

OverviewCarroll & O'Dea Lawyers is a leading law firm with offices across Sydney, Melbourne, and other major cities. Our team provides expert legal services in property, commercial, litigation, employment, and plaintiff personal injury law to diverse clients.We value diversity and foster an inclusive work environment where staff can grow and develop their...

Elevate your career at Credit Corp, where we foster financial inclusion across the globe.Your Journey BeginsSydney CBD workplace, easily accessible from Wynyard station and Barangaroo precinctTraining and development opportunities lead to a Cert III in Financial ServicesAbout Your RoleMaking outbound calls to connect with customers and resolve overdue...

About Our TeamOur team operates as one unit, working collaboratively and efficiently to drive results that exceed client expectations.We believe in fostering an inclusive environment where employees can grow and develop their skills.Job SummaryThe Financial Transaction Coordinator will be responsible for coordinating and facilitating financial transactions,...

At Jefferies, we are seeking a highly skilled Financial Services Specialist to join our Investment Banking team in Australia.The successful candidate will play a critical role in executing transactions and providing financial advisory services for clients across the region. This is an exciting opportunity to work on high-profile deals, develop key...

We're looking for a highly organized and detail-oriented Global Financial Operations Coordinator to join our finance team at OFX.As a key member of our team, you will be responsible for coordinating financial operations, including cashflow forecasting and solvency calculations, balance sheet reconciliations, and intercompany accounting.You will work closely...

About CognizantWe help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world.Our CultureYour passion, integrity and experience are integral to Cognizant's success. You will be welcomed into a dynamic and expanding global leader in IT and Business consultancy.Job Summary:We are...

About the RoleDiverseco is seeking a highly organised and professional Service Scheduler/Coordinator to support our Seven Hills team of Service Technicians.The ideal candidate will have outstanding customer service skills, a positive and can-do attitude with strong accuracy and attention to detail in completing and following through on all service and...