
Financial Services Specialist
2 days ago
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.
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Financial Planner
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside 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...
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Financial Adviser
4 weeks ago
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Financial Adviser
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