Financial Planning Administrator
2 weeks ago
A vital position within a leading global energy technology and infrastructure company, this Commercial Administrator plays a key role in supporting financial planning and analysis through budgeting, forecasting, and month- and year-end processes. This professional will also manage vendor and customer databases while assisting with projects driving process optimisation and financial performance.
Responsibilities:- Coordinate the onboarding of vendors and customers in a timely manner.
- Create purchase orders in SAP under instruction from the Commercial Project Manager.
- Reconcile invoices against goods received from suppliers and freight partners.
- Support budgeting and forecasting activities.
- Maintain spreadsheets and ensure accurate data processing.
- Assist with process improvement and internal reporting projects.
- Collaborate with business unit managers, supply chain, and commercial teams.
- 2-3 years' experience in a Commercial or Finance Administration role.
- Clear, confident communication and a proactive, team-oriented approach.
- Qualification in Commercial or Finance with at least 2-3 years of professional experience.
- Advanced Excel skills (ability to create Pivot Tables from large data sets).
- ERP systems knowledge, in particular SAP (highly valued).
- High attention to detail and ability to multitask.
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Financial Planning Assistant Administrator
22 hours ago
Melbourne, Victoria, Australia Jensen Financial Planning Full time $40,000 - $60,000 per yearJoin Our Dynamic Team as a Financial Planning Administrator Assistant in Melbourne CBDAre you a proactive and ambitious individual with a passion for finance, seeking a fantastic opportunity to kickstart your career in a supportive and progressive environment? Jensen Financial Planning (JFP), a leading boutique financial services business, invites you to...
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Financial Planning Assistant
2 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full time6 days ago Be among the first 25 applicantsBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time OpportunityBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time...
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Financial Planning Assistant
1 week ago
Melbourne, Victoria, Australia Insignia Financial Ltd Full timeFinancial Planning Assistant**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Ballarat, Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms that...
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Financial Planning Office Administrator
7 days ago
Melbourne, Victoria, Australia beBeeAdministrative Full time $58,000 - $65,000We are seeking an experienced Reception Officer to join our team in a busy financial planning office. The successful candidate will be responsible for providing exceptional administrative support and ensuring the smooth operation of the front desk.Reception responsibilitiesData Entry & processing paperwork
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Melbourne, Victoria, Australia beBeeAdministrative Full time $65,000 - $75,000Job DescriptionOur team is looking for a highly organized and detail-oriented individual to assist with financial planning and administration tasks. The successful candidate will be responsible for coordinating client transactions, maintaining accurate records, and providing excellent customer service.The ideal candidate will have strong organizational...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside 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...
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Financial Planner
1 week ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside 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...
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Financial Planning Manager
5 days ago
Melbourne, Victoria, Australia beBeeFinance Full time $135,000 - $180,000Unlock a world of opportunities and experience our dynamic culture.About the RoleThe Financial Planning Manager plays a vital part in conducting thorough financial analyses, including return on investment, asset valuation, cash flow management, and expense assessment for customers, products, and financial performance. This position requires the ability to...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside 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...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside 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...
