Financial Services Specialist

2 days ago


Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000
Job Title: Financial Services Specialist">

The role of the Financial Services Specialist is central to the day-to-day operations of the banking and settlements team, being one of the first points of receipt for transactions from the Front Office.

">

This position provides an opportunity to work in a collaborative team environment where you will be responsible for the provision of banking and settlement services, safe custody of securities holdings, and the maintenance of appropriate banking arrangements.

">

Key responsibilities include:

">
  • Reviewing and forwarding settlement confirmations to clients;
  • Processing daily cash sweep;

To succeed in this role, you will need:

">
  • A tertiary qualification in a relevant field, preferably in Business, Commerce, or Finance;
  • Successful completion of VCE is required for the role;
  • A basic understanding of Treasury and Financial Markets;
  • A basic understanding of financial instruments including derivatives;
">

**Benefits:**

">

Working with our organization offers a range of benefits, including the opportunity to work in a dynamic and inclusive team environment.

">

**About the Role:**

">

The Financial Services Specialist role is a key position within our organization, providing essential banking and settlement services to clients.

">

If you are looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.


  • Financial Planner

    1 week 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 Planner

    2 weeks 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

    2 weeks 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 Adviser

    4 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

    4 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...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $76,459 - $88,725

    Job Title: Financial Services SpecialistAbout the Role:As a Financial Services Specialist, you will be responsible for providing exceptional financial support and advice to meet the day-to-day financial requirements of our business stakeholders. You will be part of an agile, collaborative and high-performing team.Your Key Responsibilities Will...


  • Melbourne, Victoria, Australia beBeeProcurement Full time $90,000 - $110,000

    Financial Services SpecialistAward-Winning Culture and a Supportive TeamThe Role: We are seeking an experienced Financial Services Specialist to deliver financial and procurement administrative services. This role involves maintaining sound financial and procurement controls and governance in line with organisational policies.About Us: We are a...


  • Melbourne, Victoria, Australia beBeeStrategic Full time $120,000 - $180,000

    Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to work closely with our Senior Partner in managing a dynamic portfolio of high net worth clients.The successful candidate will be responsible for providing strategic financial advice and proactive support, developing and implementing complex strategies that meet the...


  • Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000

    Financial Services Specialist RoleWe are seeking a skilled Financial Services Specialist to join our team. This exciting opportunity will involve working in a dynamic environment, managing financial applications, ensuring legal compliance, and maximizing finance opportunities for customers.Your responsibilities will include:Partnering with sales teams to...