Financial Services Assistant
4 days ago
We are seeking a highly motivated and experienced Financial Services Assistant to join our team at Anton Murray Consulting. The ideal candidate will have 3+ years of relevant experience in equity markets, either from operations, Client Services or similar Desk Assistant / Adviser Assistant / Dealer assistant experience.
The successful candidate will be responsible for assisting the advisors in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner. This will include maintaining an up-to-date working knowledge of current relevant legislation and industry standards.
Key responsibilities will include:
- Assisting with the servicing and maintenance of existing client relationships
- Providing superior client service that builds strong client relationships by responding quickly and appropriately to client requests
- Maintaining filing systems in accordance with relevant compliance criteria
- Reconciliation of expense statements and receipts
- Drafting correspondence in relation to routine matters
The ideal candidate will possess a degree qualification within a banking-related discipline and hold RG 146 certification. Experience in stockbroking or wealth management, client services, desk assistant or equity operations roles would be highly desirable.
A competitive salary is on offer, estimated to be around $80,000 per annum, depending on experience. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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Financial Services Specialist
3 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeThe RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...
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Financial Services Accountant
2 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeCompany OverviewPepper Financial Services Group is a leading provider of financial solutions, offering a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.About the RoleWe are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely...
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Financial Services Accountant
5 days ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timePepper Financial Services Group is an integral part of the financial landscape, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.We are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely accounting related to the Pepper...
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Financial Services Accountant
2 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeThe Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...
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Financial Accountant Specialist
3 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group.Job DescriptionThe successful candidate will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will also support other accounting activities related to Special Purpose Vehicles,...
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Sydney, New South Wales, Australia Insignia Financial Full timeCompany OverviewInsignia Financial is a leading financial wellbeing organisation dedicated to helping Australians feel confident about their money. We're passionate about creating positive impact in people's lives through our innovative products and services.
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Financial Services Assistant
3 weeks ago
Sydney, New South Wales, Australia People2People Full time**Financial Services Assistant**We are seeking a highly skilled Financial Services Assistant to join our team in the CBD. This temporary to permanent role offers an initial 3-month commitment with a view to permanent placement upon successful performance and business requirements.CBD locationTemporary to Permanent, $38 per hour + SuperImmediate startThe...
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Financial Reporting Specialist
3 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeThe RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Pepper Financial Services Group. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Key responsibilities will include:Reconciliation of daily loans to bank transactions for...
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Financial Accounting Specialist
4 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeThe RolePepper Financial Services Group is seeking a skilled Financial Accounting Specialist to join their team. In this role, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust...
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Financial Services Professional
4 weeks ago
Sydney, New South Wales, Australia Proactive Business Services Full timeFinancial Services ProfessionalWe are seeking a Financial Services Professional to join our team at Proactive Business Services. As a key member of our Public Accounting Practice, you will be responsible for providing high-quality accounting and financial services to our clients.Key Responsibilities:Develop and maintain cash flow budgetsPrepare management...
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Strategic Financial Outcomes Specialist
15 hours ago
Sydney, New South Wales, Australia Insignia Financial Full timeAbout Insignia FinancialWe are a leading financial wellbeing organisation in Australia, dedicated to helping people feel good about their money. Our team is passionate about creating positive impact in people's lives, and we're always looking for talented professionals to join us.Salary$120,000 - $150,000 per annum, depending on experience.Job...
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Financial Risk Management Leader
3 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAt Insignia Financial, we value individuality and promote a culture where every voice matters.We offer a permanent full-time opportunity in VIC/NSW with hybrid working arrangements.About the RoleThis position reports to the Head of Enterprise Portfolio Risk & EPMO and is responsible for coordinating risk management associated with the delivery of our...
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Financial Services Assistant
2 weeks ago
Sydney, New South Wales, Australia Schréder Full timeJob OverviewSchréder is a global company that fosters a culture of continuous learning and development. As a Financial Services Assistant, you will be part of a dynamic team that drives sustainability and a cleaner future for our communities and planet.About the RoleWe are seeking an experienced Financial Services Assistant to support our Finance team in...
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Sydney, New South Wales, Australia Insignia Financial Full timeJob DescriptionWe are seeking a highly skilled Executive Director to lead our strategic planning and financial management efforts. As a key member of our leadership team, you will play a critical role in driving business growth and profitability.About the RoleThis is a permanent full-time position based in Sydney with hybrid working arrangements. The...
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Financial Accountant
3 days ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeJob DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group. This role will involve ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to contribute to the financial...
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Financial Markets Specialist
3 weeks ago
Sydney, New South Wales, Australia IMC Financial Markets Full timeAt IMC Financial Markets, we are always looking for talented professionals to join our team as Financial Markets Specialists. Our dynamic and fast-paced environment offers the perfect opportunity for those who are passionate about financial markets and want to make a real impact.We offer a competitive salary of $120,000 - $180,000 per year, depending on...
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Senior Financial Governance Expert
6 days ago
Sydney, New South Wales, Australia Insignia Financial Full timeAt Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...
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Financial Services Assistant
3 weeks ago
Sydney, New South Wales, Australia Cox Purtell Full timeJob Summary: Cox Purtell is seeking an experienced Assistant Accountant to join our team in Sydney. The successful candidate will have a strong background in accounting and financial services, with a focus on statutory deposit accounts.Key Responsibilities:Reconcile trust and statutory deposit accounts to ensure accurate interest payments.Process weekly and...
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Financial Operations Specialist
4 weeks ago
Sydney, New South Wales, Australia Pepper Financial Services Group Full timeThe RoleThe Administrative team at Pepper Financial Services Group plays a crucial role in managing the office, coordinating the executive team's schedules, creating and catering team events, and ensuring a safe, comfortable, and productive work environment. Manage scheduling for members of the Executive leadership team Reconcile corporate expenses Organize...
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Financial Services Assistant
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking an experienced Financial Services Assistant to join our team in Sydney. This is a permanent opportunity with a reputable Australian stockbroker.