Financial Services Expert
2 weeks ago
Becoming a Financial Services Expert could be your calling.
We redefining the way people interact with their finances. At our organization, we're dedicated to making a positive impact in the lives of individuals and communities.
As a Financial Services Expert, you'll play a vital role in delivering exceptional financial experiences for customers by meeting their comprehensive financial needs.
You'll be responsible for assisting customers with inquiries, educating them about our innovative financial platforms, and recommending tailored financial solutions that best suit their requirements. Your goal is to build strong relationships with customers, understand their goals and objectives, and design personalized solutions that meet their needs.
This dynamic and high-impact role requires:
- Delivering win-win solutions for our organization and our customers.
- Educating and supporting our customers with their digital literacy and financial awareness as we continue to innovate our offerings.
- Guiding customers through personalized lending options, such as personal loans and credit card solutions.
- Being a lifelong learner, bringing your brilliant mind, and continuously improving your skills and knowledge through on-the-job training and other learning opportunities.
- Building connections with customers, giving back to the community, and making a positive impact in people's lives.
- Being a lifelong learner, bringing your brilliant mind, and continuously improving your skills and knowledge through on-the-job training and other learning opportunities.
- Guiding customers through personalized lending options, such as personal loans and credit card solutions.
- Educating and supporting our customers with their digital literacy and financial awareness as we continue to innovate our offerings.
This is a Permanent Full-time position located in Altona.
To succeed in this role, you'll need to consistently deliver exceptional customer service. Key requirements include:
- Proven ability to achieve sales results through solutions that truly meet customer needs.
- Confidence to communicate with new and existing customers face-to-face and over the phone.
- The ability to quickly build relationships and rapport with customers and colleagues.
- Eagerness to understand and share what makes our organization unique.
- Drive for collaboration and teamwork.
- Eagerness to understand and share what makes our organization unique.
- The ability to quickly build relationships and rapport with customers and colleagues.
Our business model is built on a shared revenue approach, ensuring profits are reinvested directly into the communities that create them. By joining our team, you become part of a dedicated group focused on promoting local growth and nurturing meaningful relationships.
Benefits of working with us include:
- A diverse and inclusive work environment.
- A range of health and wellbeing support programs.
- Opportunities for career development and advancement.
We're committed to creating a better future for our customers and communities. Join us and make a difference
-
Financial Services Expert
1 day ago
Melbourne, Victoria, Australia beBeeAccountant Full timeJob Description:We are seeking a seasoned Financial Services Expert to join our team. The successful candidate will be responsible for preparing financial statements, income tax returns, and other financial documents for individuals, businesses, and trusts.About the Position:Prepare accurate and timely financial statements and tax returnsReview and analyze...
-
Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Expert
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $140,000Financial Expert RoleThe Financial Expert is a vital position within the organization, responsible for delivering accurate and timely financial reporting.Main ResponsibilitiesEvaluate and enhance existing accounting processes to improve efficiency and productivity.Analyze general ledger journal entries and validate balance sheet accounts.Collaborate with...
-
Financial Services
4 weeks ago
Melbourne, Victoria, Australia Nulsen Disability Services Full timeJoin our Melbourne Financial Services team as a Lawyer (1-5 years' PQE). Develop skills, advance, and excel in financial services law.About UsMills Oakley is a leading national law firm with a proud history spanning over 160 years. In that time, we've grown into a Top 10 Australian law firm by size while remaining true to our shared vision of exceptional...
-
Financial Services Expert
5 hours ago
Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $110,000Financial Services ProfessionalJob Overview:Manage and maintain financial aspects of commercial leasing arrangements across the organization.Key Responsibilities:Support Management Accounting team with month-end close to inform key stakeholders.Analyse monthly results, identify variances, and advise stakeholders on areas for improvement.Prepare balance sheet...
-
Financial Expert
2 hours ago
Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $143,000Job OpportunityA forward-thinking business is seeking an experienced professional to empower a brighter future by connecting people with their assets – safely, securely and responsibly.Key Responsibilities:Delivering straightforward, high-quality advice to clients via phoneBUILDING strong relationships with clients and referral sourcesBreaking down complex...
-
Expert Financial Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeStrategic Full time $90,000 - $120,000Financial Services Consultant OpportunityWe are seeking a highly skilled professional to join our team in Melbourne, where you will work closely with clients in the Financial Services industry to develop and evaluate their business strategies.Main Responsibilities:Collaborate with various clients across banking, capital markets, wealth management, and...
-
Expert Financial Analyst
10 hours ago
Melbourne, Victoria, Australia beBeeFinancialAnalysis Full timeFinancial Analysis ExpertWe are seeking a highly skilled Financial Analysis Expert to perform financial analyses and expense comparisons for customers, products, and financial performance. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills.Key Responsibilities:Perform financial analyses, including...
-
Expert Financial Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $180,000Senior Financial Adviser OpportunityWe are seeking a skilled Senior Financial Adviser to join our team. As a trusted financial expert, you will provide tailored advice to clients in conjunction with accountants.This is a full-time, permanent role based in Dandenong, supporting a diverse client base that includes high-net-worth individuals, business owners,...
