Financial Services Professional

1 day ago

Melbourne, Victoria, Australia beBeeAdministration Full time $80,000 - $150,000
Portfolio Administrator Role

Praemium's mission is to redefine wealth platforms and empower financial services professionals. Our company was established in 2001, simplifying the complexities of wealth management.

We pride ourselves on delivering industry-leading portfolio administration services that help shape the future of financial services.

Key Responsibilities
  • Reconciliations: Execute accurate and up-to-date portfolio reconciliations to ensure high-quality client outcomes. Investigate discrepancies and resolve complex issues for efficient financial reporting.
  • Transaction Processing: Process domestic and international transactions, administering a range of assets, funds, and investments. Maintain data integrity and support seamless transaction processing.

  • Financial Services Professional

    5 days ago

    Melbourne, Victoria, Australia beBeeAccounting Full time $80,000 - $130,000

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled and experienced professional to join our team as a Financial Services Specialist. This role will involve managing financial engagements from start to completion, supporting senior team members with strategy and implementation, collaborating across teams, and contributing to...

  • Financial Planner

    33 minutes ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside 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...

  • Financial Services Professional

    3 days ago

    Melbourne, Victoria, Australia beBeeCustomer Full time $160,000 - $180,000

    About the OpportunityWe are seeking an experienced Banking professional to join our team in a key role that involves delivering exceptional customer service and promoting financial solutions. As a Banking Consultant, you will be responsible for meeting each customer's end-to-end financial needs and goals, providing seamless banking experiences, and educating...

  • Financial Adviser

    3 weeks ago

    Melbourne, Victoria, Australia Tribeca Financial Full time

    2 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

    3 weeks ago

    Melbourne, Victoria, Australia Tribeca Financial Full time

    2 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 Planner

    4 days ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside 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...

  • Financial Planner

    4 days ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside 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...

  • Financial Services Professional

    4 days ago

    Melbourne, Victoria, Australia beBeeAccountant Full time $97,273 - $105,392

    Job Title: Financial Services AccountantJob Description:We are seeking a highly skilled and experienced Financial Services Accountant to join our team. As a key member of our finance department, you will be responsible for providing accounting and financial advice and support to staff, assisting in the preparation and presentation of management and statutory...

  • Financial Services Professional

    2 days ago

    Melbourne, Victoria, Australia beBeeAccounting Full time $90,000 - $110,000

    Job Title: Financial Services ProfessionalWe are seeking a highly skilled and motivated Financial Services Professional to join our team. As a key member of our Business Advisory division, you will support small to large private businesses, family groups, not-for-profits, and foreign-owned businesses.You will be responsible for managing and administering...

  • Financial Services Professionals

    7 days ago

    Melbourne, Victoria, Australia beBeeAuditExpert Full time $66,500 - $113,000

    Associate and Senior Associate - Audit ExpertWe are seeking highly skilled professionals to join our Financial Services team as Associates and Senior Associates.The role involves collaborating with clients to ensure accurate financial statements, identifying potential issues, and providing valuable insights for improvement. Key responsibilities...