Current jobs related to Financial Services Operations Specialist - Brisbane, Queensland - Visory

  • Compliance Specialist

    5 days ago

    Brisbane, Queensland, Australia Zylo Recruitment Services Full time

    Job DescriptionWe are seeking a highly organised and experienced Compliance Specialist - Financial Services to join our team in Queensland. As a pivotal member of the financial operations team, you will be responsible for overseeing day-to-day accounting activities, including accounts payable, receivable, and cash flow management.Main Responsibilities:Manage...

  • Financial Planning Specialist

    4 days ago

    Brisbane, Queensland, Australia One26 Financial Services Group Full time

    **About Us**One26 Financial Services Group offers a comprehensive range of financial services designed to meet the unique needs of individual investors and financial planning firms.Our team of experienced professionals is dedicated to helping clients achieve their financial goals through expert guidance and support.**Key Responsibilities**This exciting...

  • Financial Services Expert

    6 days ago

    Brisbane, Queensland, Australia Automotive Financial Services Pty Full time

    Company OverviewAustralia's leading consumer and commercial finance entity, Automotive Financial Services Pty Ltd, has been fostering success since 1988. Operating as a subsidiary of Solvar Ltd (SVR), an ASX 300 Company, we prioritize cultivating enduring relationships over mere transactions.About the RoleAs a dynamic credit team member, you will assess...

  • Financial Advisor

    4 days ago

    Brisbane, Queensland, Australia One26 Financial Services Group Full time

    3 days ago Be among the first 25 applicantsDirect message the job poster from One26 Financial Services GroupMaster of Neuro Synch, NLP, Author, Corporate Trainer, Mentor, Business Growth Consultant and SpeakerCompany DescriptionOne26 Financial Services Group offers a range of financial services to individual investors and financial planning firms. The...

  • Financial Operations Specialist

    1 day ago

    Brisbane, Queensland, Australia THE TRUSTEE FOR EDIRI FAMILY TRUST Full time

    The Trustee for Ediri Family Trust is seeking a highly skilled Financial Operations Specialist to join their team. The successful candidate will be responsible for maintaining accurate financial records, ensuring proper documentation of all transactions, and assisting with payroll, budget preparation, and financial reporting.Key responsibilities...

  • Financial Operations Specialist

    5 days ago

    Brisbane, Queensland, Australia ClearCompany Full time

    About the RoleAs a Financial Operations Specialist at Therapy Pro, you will play a critical role in managing our financial operations. Your responsibilities will include:Systems Management: You will be responsible for managing funding allocations, overseeing billing processes in Lumary, and reconciling accounts in alignment with Therapy Pro's funding...

  • Corporate Financial Strategist

    4 days ago

    Brisbane, Queensland, Australia One26 Financial Services Group Full time

    **Company Overview**One26 Financial Services Group is a leading provider of financial services to individual investors and financial planning firms.We aim to empower clients to make strategic financial decisions by offering tailored investment advice and guidance.Our focus on financial empowerment enables clients to achieve sustainable quantitative...

  • Financial Services Consultant

    6 days ago

    Brisbane, Queensland, Australia Liberty Financial Pty Ltd Full time

    We are seeking a highly motivated Financial Services Consultant to join our team. In this role, you will provide expert advice and guidance to clients on financial services and products. You will also be responsible for building strong relationships with clients and identifying new business opportunities.About the RoleYou will work closely with clients to...

  • Financial Operations Specialist

    4 days ago

    Brisbane, Queensland, Australia Waters Corporation Full time

    About the RoleWe are looking for a talented Financial Operations Specialist to join our team at Waters Corporation. In this role, you will provide critical support to our Global Manufacturing, Supply Chain, Procurement, Facilities, and Quality functions.Key TasksPerform monthly standard journal entries and accruals for Milford plant, ensuring accuracy in...

  • Financial Services Auditor

    5 days ago

    Brisbane, Queensland, Australia Acord (association For Cooperative Operations Research And Development) Full time

    Opportunities at Deloitte">We're a national practice that offers audit and assurance services in the Wealth Management, Superannuation, Insurance, and Banking industries. Our team of specialists in financial services audit and assurance empowers clients with a crystal-clear understanding of their financial position.">About the Opportunity">We're looking for...

  • Financial Operations Specialist

    23 hours ago

    Brisbane, Queensland, Australia Brunel GmbH Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at Brunel GmbH.About the Role:This role is responsible for providing financial support to our business, including accounts payable, accounts receivable, payroll processing, and financial reporting.Key Responsibilities:Accounts Payable & Receivable: Processing...

  • Financial Transaction Specialist

    5 hours ago

    Brisbane, Queensland, Australia Morgans Financial Limited Full time

    About the RoleMorgans Financial Limited is a leading Australian full-service stockbroking and wealth management network, renowned for its exceptional people, expertise, core values, and diversity.

  • Financial Operations Specialist

    7 days ago

    Brisbane, Queensland, Australia NCS Group Australia Full time

    We are seeking an experienced Financial Operations Specialist to join our team at NCS Australia. As an Accounts Payable Officer, you will be responsible for reviewing and processing invoices for payment, reconciling vendor statements, and communicating with vendors to resolve payment issues.This role requires a high level of accuracy and attention to detail,...

  • Financial Knowledge Manager

    5 days ago

    Brisbane, Queensland, Australia BOQ Specialist Group Full time

    About BOQ Specialist GroupWe celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities.About the RoleThis role involves designing and delivering Commercial Credit programs and upskilling initiatives for bankers and credit officers at all levels.About YouWe're looking for someone with strong...

  • Financial Operations Manager

    5 days ago

    Brisbane, Queensland, Australia Zylo Recruitment Services Full time

    About the RoleOur client, a leading law firm, is seeking an experienced Financial Operations Manager to join their team in Queensland. As a pivotal member of the financial operations team, you will be responsible for overseeing day-to-day accounting activities, including accounts payable, receivable, and cash flow management.Main Responsibilities:Manage...

  • Mine Design and Operations Specialist

    23 hours ago

    Brisbane, Queensland, Australia Fitzroy Mining Operations Pty Full time

    Mine Design and Operations SpecialistFitzroy Mining Operations Pty is a dynamic and innovative force in the Queensland metallurgical coal mining industry, driven by a commitment to excellence and growth. We are seeking a highly skilled Mine Design and Operations Specialist to join our team.About the PositionThis role reports directly to the Technical...

  • Financial Services Representative

    21 hours ago

    Brisbane, Queensland, Australia Caterpillar Financial Services Corporation Full time

    About the RoleWe are seeking an experienced Sales and Marketing Executive to join our team as a Territory Business Development Manager. This role will be responsible for promoting Caterpillar products and services to dealers and customers in an assigned territory, while meeting business targets and supporting the sale of equipment, parts, and service.

  • Financial Management Specialist

    2 days ago

    Brisbane, Queensland, Australia Queensland Government Full time

    Role OverviewThe Queensland Government is seeking a highly skilled Financial Management Specialist to join its team. As a key member of the Budget and Performance Reporting unit, you will play a crucial role in providing strategic budget and financial management accounting services to the department.About the RoleThis is an exciting opportunity for a...

  • Business Financial Services Specialist

    5 days ago

    Brisbane, Queensland, Australia JamesValé Recruitment Full time

    Job Title: Business Financial Services SpecialistWe are seeking an experienced Business Financial Services Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial services to the business.About the Business:Vantage Point Roofing is a reputable provider of roofing services.The company is seeking...

  • Financial Operations Specialist

    3 days ago

    Brisbane, Queensland, Australia First Link Careers Full time

    At 4cRisk, we are dedicated to providing exceptional occupational health solutions to local and multinational organisations. As a trusted provider since 2006, our team of experts delivers tailored health and medical services to businesses operating in high-risk environments.We support companies across various industries, including construction, energy,...

Financial Services Operations Specialist

2 weeks ago

Brisbane, Queensland, Australia Visory Full time
About Visory

We empower SMEs to supercharge their back office by connecting them with experts. Our platform combines people and technology to provide a digital-first finance solution, allowing business owners to focus on growth.

Voted one of LinkedIn's top startups, we use a blend of expertise and automation to deliver high-quality financial services at scale. Our AI agent Delphi empowers our Marketplace of Experts to seamlessly serve customers.

Since launching in 2020, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations.

The Opportunity

As the Expert Solutions Specialist, you will play a critical role in supporting and developing our marketplace of expert bookkeepers, ensuring they have the tools and knowledge to deliver excellent services. You will act as the Level 2 escalation point for the Expert Solutions help desk, providing technical support and operational guidance to ensure timely issue resolution and uphold service quality standards.

This role fosters a strong Expert community, maintaining open communication, gathering feedback, and building a culture of collaboration and knowledge-sharing. Through process optimisation, training initiatives, and performance oversight, you will ensure Experts remain engaged and contribute to industry evolution.

Your Responsibilities:
  1. Act as the Level 2 escalation point for complex bookkeeping queries and operational issues.
  2. Provide expert-level technical support across multiple accounting platforms (Xero, MYOB, QuickBooks, and other third-party tools).
  3. Ensure timely issue resolution while maintaining service quality and efficiency.

You will develop and maintain a comprehensive knowledge library, create and deliver training materials, and identify opportunities for process optimisation to improve efficiency and consistency across the platform.

Requirements:
  • Professional qualification in Accounting, Finance, or a related field.
  • Strong knowledge of bookkeeping practices and financial reporting requirements.
  • Proficiency in accounting software (Xero, MYOB, QuickBooks). Experience with additional industry-specific third-party systems is advantageous.
  • Excellent written and verbal communication skills to effectively liaise with Experts and internal teams.
  • A customer-centric mindset with a strong focus on understanding and addressing Expert needs.
  • Proven ability to thrive in a fast-paced environment, managing shifting priorities with a positive and proactive attitude.
  • High level of attention to detail, with precision in tracking and documenting requests, ensuring compliance with processes, and maintaining accurate records.