Financial Support Specialist

Job DescriptionAs a Financial Adviser Associate at Personal Choice Financial Advisors, LLC, you will play a vital role in supporting our Senior Financial Advisers in delivering exceptional client experiences.Your key responsibilities will include:Attending client meetings and presenting financial solutionsMaintaining accurate records and action itemsUpkeep...

As the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...

About the RoleThis exciting opportunity exists within Personal Choice Financial Advisors, LLC for a Financial Adviser Associate to join our dynamic team.Key Responsibilities:Supporting Financial Advisers with client meetings and presentationsMaintaining accurate file notes and action items from client meetingsEnsuring the upkeep of Xplan and staying updated...

Job SummaryThe role of a Financial Adviser Associate is to provide professional support to the Senior Financial Adviser in enhancing client relationships and ensuring they are well-equipped to service their clients.Key Responsibilities:Assist Financial Advisers with client meetings and presentationsTake responsibility for file notes and action items from...

About the RoleThis is an exciting opportunity to join our dynamic team on the Gold Coast as a Client Support Specialist.As a Client Support Specialist, you will be responsible for managing adviser calendar and appointments, liaising with clients, guiding them through each step of the advice process, and implementing basic superannuation plans.You will also...

Dnata Travel Group is seeking an experienced Financial Operations Specialist to join our corporate finance team. As a key member of the team, you will be responsible for performing balance sheet reconciliations, preparing BAS & Payroll Tax returns, and assisting with FBT return.The ideal candidate will have demonstrated success in a similar role, with a...

Role OverviewWe are seeking an experienced Assistant Accountant to join our Finance Team, based at our Head Office on the Gold Coast. This full-time role is on a Monday through Friday basis and covers a Maternity Leave contract for up to 12 months.As an Assistant Accountant, you will contribute to the day-to-day financial management of the business,...

Job DescriptionThis is a fantastic opportunity for a highly motivated professional as a Hotel Accountant, on a fixed-term contract.In this role, you will be responsible for supervising the Finance team, developing and monitoring financial systems, and working closely with Department Managers to enhance each department's profitability.Supervise the Finance...

About UsD.A. Davidson & Co. is a leading financial services firm dedicated to delivering exceptional results for our clients.We are seeking a highly skilled Transition Specialist to join our team, focusing on supporting the onboarding and transition of new Financial Advisors (FAs).Key Responsibilities:Collaborate with the Director of Transitions and branch...

As an Administrative Support Specialist at TRANSFORM by Fitaz, you will have the opportunity to work with a dynamic team, drive business success, and contribute to creating a positive, cohesive work culture. We are looking for a highly skilled and experienced professional who can take initiative, work independently, and anticipate needs.Responsibilities:The...

Kidsoft is revolutionising the childcare management landscape by providing innovative software solutions.Management AccountantThis role plays a pivotal part in ensuring the financial health and success of our business. We're looking for an experienced Management Accountant to take ownership of financial reporting, payroll, and compliance while contributing...

Undergraduate Accounting Administrative AssistantRole Overview:We are seeking a highly motivated and detail-oriented individual to support our team in a part-time capacity. As an Undergraduate Accounting Administrative Assistant, you will have the opportunity to develop your skills and knowledge in accounting and administration.Key Responsibilities:Providing...

Rose Financial Solutions LLC is a premier finance and accounting outsourcing firm seeking an experienced Senior Accountant. This position involves multiple aspects of the general ledger and recognition of revenue. The successful candidate will provide monthly analysis of financial transactions, liaise with various departments, and deliver timely and accurate...

About the RoleWe are seeking an experienced Construction Planning Specialist to join our team at Solid Support Pty Ltd. The successful candidate will be responsible for creating detailed critical path schedules using project management software.Responsibilities:Developing and maintaining accurate timesheets and expense records.Attending internal training...

About the RoleWe are seeking a highly skilled Operations and Client Services Manager to join our dedicated team at Linked Support Services Queensland.Key ResponsibilitiesManage client records, ensuring accuracy and up-to-dateness.Coordinate scheduling for support workers and facilitate effective communication between staff and clients.Handle financial...

About UsKinetic is a leading mass transit business committed to improving the livelihoods of communities through strategic growth and continuous improvement.Our team is driven by a mission to move people and enhance communities, fostering a culture of collaboration and innovation.We're seeking a skilled Management Accountant to join our finance team for a...

About UsGreen Quid Limited is a fast-growing digital agency that specializes in performance marketing. Our team of experts helps e-commerce businesses scale their revenue through paid media, email marketing, and conversion optimization.We are looking for a seasoned finance professional who can lead our financial operations and drive profitability. As a key...

We are seeking a highly skilled Executive Support Specialist to join our team. In this role, you will provide administrative support to the executive team, including coordinating meetings, managing calendars, and preparing reports.About the RoleProvide administrative support to the executive teamCoordinate meetings, manage calendars, and prepare...

Company OverviewZylo is an innovative financial services firm dedicated to providing tailored solutions for their clients. They focus on building long-lasting relationships through exceptional service and expert advice.

Job OverviewThe Gold Coast SUNS are seeking a highly organized and detail-oriented individual to join their team as a Finance Officer. Reporting to the Finance Manager, this part-time role will assist with various financial tasks and processes.