Financial Services Coordinator

7 days ago


Brisbane, Queensland, Australia Perigon Group Full time

About Perigon Group

We offer a competitive salary package for this role, with an estimated annual salary of around $60,000 - $80,000.

Job Description

The Client Operations Officer will play a key role in supporting the client investment experience by ensuring the seamless execution of investor transactions, managing client relationships, and liaising with service providers. This role involves collaborating across teams to uphold high standards of accuracy and service quality.

Key Responsibilities:

  • Support and monitor vendor relationships and performance.
  • Assist clients with fund applications and manage investor inquiries.
  • Track deliverables and process client instructions accurately.
  • Collaborate with internal teams to enhance service delivery and resolve issues.
  • Contribute to process improvements, investor statement management, and procedural documentation.

About You

You are an excellent communicator and proactive problem-solver with strong organizational skills. You thrive in fast-paced environments, consistently deliver high-quality results, and bring a keen eye for detail. Experience in financial services is preferred.

Qualifications

  • Bachelor's degree in Business, Finance, or related field (preferred)
  • Experience in client services or customer support, ideally in financial services
  • Proficiency in MS Office, particularly Excel, and adaptability to new systems


  • Brisbane, Queensland, Australia Advance Recruitment Partners Full time

    We are partnering with a reputable financial services firm in Brisbane's central business district. This organisation prides itself on delivering exceptional service and advice to clients, offering a wide range of financial products and solutions.They seek a highly motivated and experienced Financial Services Coordinator to join their team. This critical...


  • Brisbane, Queensland, Australia Michael Page Full time

    Role OverviewAs a Financial Services Coordinator at Michael Page, you will play a crucial role in ensuring the smooth operation of our client's financial functions. This exciting opportunity is based in Brisbane and offers a competitive hourly rate of $40-$47 per hour plus Superannuation.About Our ClientOur client is a prominent player in the Hospitality &...


  • Brisbane, Queensland, Australia Pkf Australia Full time

    Pkf Australia OpportunitiesAbout PKF Brisbane:As a reputable provider of business services, audit, superannuation, tax and specialist services to clients locally and internationally, we are seeking an enthusiastic Financial Services Coordinator to join our Business Services team. This full-time role involves providing bookkeeping services to clients in...


  • Brisbane, Queensland, Australia Perigon Group Full time

    About Perigon GroupWe are a privately owned, highly successful organisation based in Southern Brisbane. We are seeking a committed Financial Services Coordinator to join our talented finance team.The RoleIn this varied, business-facing role, you will be responsible for processing end-to-end Accounts Receivable and assisting the wider finance team where...


  • Brisbane, Queensland, Australia IAS RECRUITMENT Full time

    About the Company:">Located in the heart of East Brisbane, IAS Recruitment is a respected leader in the Australian Accounting Industry. Our boutique firm is excited to announce an incredible opportunity to join their dynamic team.We are looking for a highly skilled Financial Services Coordinator to facilitate the fulfilment of client service objectives and...


  • Brisbane, Queensland, Australia St Vincent's Health Australia Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Services Coordinator to join St Vincent's Health Australia.About the RoleThis is an exciting opportunity to work in a dynamic team and contribute to the delivery of high-quality financial services.Key ResponsibilitiesTo assist with the management of financial systems, processes, and...


  • Brisbane, Queensland, Australia Marriott International Full time

    OverviewMarriott International is the world's leading hospitality company, with a portfolio of over 8,500 properties across more than 130 countries.Job DescriptionThe Financial Services Coordinator will assist in the daily accounting function, ensuring timely and accurate input for reporting purposes. This role requires knowledge of Accounts Payable,...


  • Brisbane, Queensland, Australia Morgans Financial Limited Full time

    We are seeking a highly skilled Business Operations Coordinator to support our Advisers and support staff in Toowoomba.About MorgansMorgans Financial Limited is Australia's largest national full-service stockbroking and wealth management network, providing a range of wealth management, investment advice and corporate finance services.Our Ideal Candidate will...

  • Financial Coordinator

    3 weeks ago


    Brisbane, Queensland, Australia Hamilton Pty Ltd Full time

    About the RoleHamilton Pty Ltd is seeking an experienced Financial Coordinator to join our team. As a key member of our finance department, you will be responsible for coordinating all accounting-related activities, ensuring accurate financial data, and supporting strategic accounting and finance activities.Key ResponsibilitiesAccurately allocate financial...


  • Brisbane, Queensland, Australia C3Talent Full time

    **Financial Transaction Coordinator Opportunity in Brisbane CBD**We are seeking a skilled and detail-oriented Financial Transaction Coordinator to join our team at C3Talent for a 3-month contract. As an Accounts Payable Officer, you will be responsible for ensuring accuracy and correctness of high-volume invoice entry, contacting suppliers, and maintaining...


  • Brisbane, Queensland, Australia Perigon Group Full time

    The Perigon GroupA highly respected financial services firm with a strong focus on private wealth management, corporate finance, and investment strategy.We are seeking an experienced Administrative Support Specialist to join our team, providing exceptional support to our advisors and clients.Key Responsibilities:Prepare and manage financial documentation and...


  • Brisbane, Queensland, Australia Fuse Recruitment Full time

    Fuse Recruitment specialises in recruitment for the insurance and wealth management industries. Our clients are seeking a skilled Financial Planning Coordinator to join their team in Brisbane CBD.The successful candidate will be responsible for providing technical and administrative support to a financial adviser, reviewing SOA's, ROA's, recording,...


  • Brisbane, Queensland, Australia Abacus Human Capital Full time

    Exciting Opportunity in Financial AdministrationWe are seeking a highly organized and detail-oriented Accounts Administrator to join our team in Brisbane. This role is perfect for an administrator looking to take their career to the next level.About Us:Our organization is a global firm renowned for its independent advisory and accounting services. We...


  • Brisbane, Queensland, Australia Eden Ritchie Recruitment Full time

    Are you an experienced finance professional looking for a new challenge? We have an exciting opportunity for a Financial Operations Coordinator to join our team!About the RoleWe are seeking a highly skilled and motivated individual to provide financial support to our project team. As a Financial Operations Coordinator, you will be responsible for delivering...


  • Brisbane, Queensland, Australia Talent Focus Full time

    About the RoleWe are seeking a highly skilled Senior Financial Project Coordinator to join our client's team in Darra. Reporting to the Financial Controller, this is an excellent opportunity for someone with experience in project accounting services.Key ResponsibilitiesDeliver efficient project accounting processes and produce high-quality end-of-month...


  • Brisbane, Queensland, Australia Vicinity Centres Full time

    Job OverviewThe Financial Operations Coordinator is a pivotal role at Vicinity Centres, responsible for providing high-quality service and accurate financial administration of expenditure and income transactions. This position plays a crucial part in the financial efficiencies of the Centre, delivering exceptional customer service and professionalism to all...


  • Brisbane, Queensland, Australia Abacus Human Capital Full time

    About Abacus Human Capital:We are a boutique accounting recruitment specialist with an extensive network of closely aligned accounting contacts across Brisbane developed over the last 15 years.Our candidate ethos is centred on building long-term partnerships, understanding your key career motivators and aspirations. We provide regular feedback and are...


  • Brisbane, Queensland, Australia Hassett Full time

    About Hassett and the RoleHassett, a leading education and training institution, is seeking a skilled Financial Operations Coordinator to manage and reconcile student tuition payments while ensuring compliance with regulatory standards.This role focuses on daily financial reconciliation, handling accounts payable, and aligning financial records with student...


  • Brisbane, Queensland, Australia Hamilton Pty Ltd Full time

    About Us :HAMILTON PTY LTD, a results-driven company, specializes in delivering exceptional quality and innovative solutions ahead of industry standards.Position Summary :A Financial Operations Coordinator is responsible for coordinating all accounting-related activities, ensuring accurate financial data and compliance with legislative/legal requirements....


  • Brisbane, Queensland, Australia Finance, Procurement, Legal, Privacy Full time

    About the RoleAs a key member of our Corporate Accounts Payable team, you will play a vital role in ensuring timely and accurate payment to our suppliers. Your responsibilities will include reviewing and processing invoices received from suppliers, chasing hotels for statements and invoicing clients within Service Level Agreements (SLA), and assisting...