
Financial Services Specialist
3 days ago
We 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 utilising tools like Salesforce and QuickBooks to validate and cross-check data.
- Cross-reference financial records with bank statements and source documents to ensure accuracy, identifying and rectifying discrepancies to maintain financial integrity.
- Record and process donations in line with regulatory requirements, organisational policies and supporter expectations.
- Maintain detailed and accurate records to comply with audit standards and finance best practices, including monthly reconciliations.
- Manage accounts payable and receivable tasks, including processing invoices and payments promptly, monitoring outstanding receivables, and following up to ensure timely payments.
- Manage the Accounts Payable Supplier Ledger, including names, addresses, ABN & GST status checking, bank account details, payment terms, and IJM Watchdog Vendor Vetting.
- Collaborate with internal stakeholders to implement and improve finance processes, providing recommendations to enhance efficiency and accuracy.
- Safeguard the confidentiality and security of financial and supporter information, adhering to organisational policies and regulations.
- Assist the Department Head with general accounting and financial reporting tasks, as required, including regular budget vs actual management reports and creating and maintaining accurate process documentation.
- Assist in other job tasks within the Finance & Compliance team.
Requirements:
- Minimum of 1-2 years of relevant experience, preferably in a similar role.
- Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office (Outlook, Excel, Word).
- Experience in general accounting and bookkeeping, as well as expense and Accounts Payable ledger management.
- Good understanding of accounting principles and practices.
- Holds a professional qualification in accounting (Diploma, Certificate or Degree in Accounting, Business or Finance) is desirable.
- Experience with Australian regulatory compliance and reporting frameworks for NGOs is desirable.
- Experience in a fundraising or not-for-profit environment is desirable.
Critical Qualities:
- Team player
- A servant heart with a desire to serve and advocate on behalf of the poor and oppressed.
- Excellent attention to detail and accuracy.
- Strong organisational and time management skills.
- Ability to work independently and as part of a team.
- Good communication, interpersonal and administration skills.
- Ability to manage confidential information with integrity and professionalism.
- Takes initiative to identify risks and raise issues.
To apply, please submit your resume/CV and cover letter in one document by the closing date. Only shortlisted candidates will be contacted.
IJM holds strict safeguarding principles and a zero-tolerance policy towards violations of the Safeguarding Policy, Protection against Sexual Exploitation, Abuse and Harassment Policy, and Code of Ethics. Candidate selection is based on technical competence, recruitment, selection and hiring criteria subject to assessing the candidate's value congruence and thorough background, police clearance, and reference check processes. IJM requires a background check, police clearance and thorough review of references with an employment offer and/or employment contract.
Seniority level: Entry-level Employment type: Contract Job function: Accounting/Auditing and Finance Industries: Non-profit Organisations
],-
Financial Services Specialist
3 days ago
Sydney, New South Wales, Australia beBeeCustomerService Full time $100,000 - $120,000Financial 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
3 days ago
Sydney, New South Wales, Australia UBS Financial Services Full timeAre 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,...
-
Client Service Officer
2 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAdd 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...
-
Associate, Financial Risk Advisory
2 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin 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...
-
Client Service Officer
2 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAdd 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...
-
Associate, Financial Risk Advisory
4 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin 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 timeJoin 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...
-
Financial Services Specialist
2 days ago
Sydney, New South Wales, Australia beBeeRisk Full time $130,000 - $140,000Job Title: Financial Services SpecialistA challenging role for a dedicated individual to assess mortgage applications, enhance credit processes and implement workflow automation.Key Responsibilities:Assess mortgage applications from submission to settlement efficientlyCollaborate with brokers, customers and internal teams to resolve queries promptly and...
-
Financial Services Technology Specialist
2 days ago
Sydney, New South Wales, Australia beBeeInnovation Full time $120,000 - $160,000Job DescriptionWe are seeking a Financial Services Technology Specialist to join our team. As a key member of our organization, you will play a pivotal role at the intersection of our go-to-market and product teams.This position involves leading technical demonstrations, configuring custom demo environments, and serving as a trusted domain expert in...
-
Financial Services Specialist
2 days ago
Sydney, New South Wales, Australia beBeeCustomer Full time $100,000 - $400,000Job SummaryAs a Financial Services Specialist, you will deliver exceptional customer service by meeting customers' end-to-end banking needs.You will be responsible for assisting customers with inquiries, educating them about our online platforms, and recommending products and services that best suit their needs.Main ResponsibilitiesDevelop and maintain an...