Financial Services Assistant

About UsForbes Fava Financial Planning is a dynamic and client-focused financial planning firm committed to delivering tailored financial solutions that help our clients achieve their financial goals. We pride ourselves on building long-term relationships and providing expert financial advice with integrity and professionalism.We are seeking highly motivated...

About Liberty FinancialLiberty Financial Pty Ltd is a non-bank lender that has been providing innovative loans and helping people get financially free for decades. We pride ourselves on being a collaborative and social community that bases our vision on FLAIR, our five key values that guide us to always be fair, learning, accountable, invested, and...

Qualifications and ExperienceTo be successful in this role, you will require:Experience working within a similar role in a financial services companyExcellent communication and organisational skillsA solid understanding of financial planning advice strategiesOutstanding systems, time management, and attention to detailYou will also need to possess a passion...

Australian Financial Complaints Authority OverviewWe are a for-purpose organisation dedicated to providing a free service for individuals and small businesses. Our mission is to listen to and work with our customers and their financial firms to find solutions to complaints that have gone unheard or unresolved.This is an exciting opportunity to make a...

3 days ago Be among the first 25 applicantsFrontier Financial Group provided pay rangeThis range is provided by Frontier Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$42,000.00/yr - A$48,000.00/yrPart-time, 3 days per week. 1 day working from home and 2 days working in...

At Allens Corporate Services, we're committed to providing exceptional services to our clients across a range of financial markets. As a Senior Associate, you'll play a key role in advising leading Australian and global institutional investors on their direct and indirect investments.Key Responsibilities:Advising clients on investment structures and...

We are looking for an experienced Investments and Funds Specialist to join our team. As a Senior Associate, you will advise leading Australian and global institutional investors on their direct and indirect investments, including co-investments, funds-of-one, and direct investments.Key Responsibilities:Providing expert advice on investment structures and...

About the JobThis role at Lowe Lippmann Wealth Advisers is an exciting opportunity to join our team as a Client Service Coordinator. You will be responsible for delivering exceptional client service and ensuring seamless delivery of our financial planning services.Key TasksYour key tasks will include:Providing administrative support for our financial...

Company OverviewThe Australian Financial Complaints Authority is a for-purpose organisation that provides a free service for individuals and small businesses, listening to and working with customers and their financial firms to find solutions to complaints.We are committed to fairness, high-quality service, and customer outcomes, driving change in the...

Latitude Financial Services is looking for a Process Optimization Specialist to join our team and drive improvements in our business processes. As a key member of our operations team, you will be responsible for analyzing business requirements and identifying opportunities for process improvement.Key ResponsibilitiesAnalyze business requirements to identify...

We are seeking an Enterprise Analysis Manager to join our team at Latitude Financial Services. As a senior leader, you will be responsible for driving business outcomes through effective business analysis and process optimization.About the RoleThe successful candidate will develop and implement business analysis frameworks to deliver improved customer and...

Latitude Financial Services is looking for a Digital Transformation Lead to join our team and drive innovation in our business processes. As a key member of our leadership team, you will be responsible for developing and implementing strategies to improve operational efficiency and customer satisfaction.Key ResponsibilitiesDevelop and implement a business...

Company OverviewAt Latitude Financial Services, we're passionate about empowering our customers to shop and live better. Our innovative financial solutions are designed to challenge the status quo and deliver results.

Our Financial Services Team is seeking a senior associate with experience in funds, superannuation, or financial services to lead investments-related work.You will work with partners and the wider team to develop strategies for clients' investments, focusing on growth opportunities and minimizing risks.As part of this role, you will:Develop and implement...

Reporting to the GM Product & Commercial, we are seeking an experienced and strategic Senior Portfolio Manager to lead and optimise our personal and auto loans portfolio.In this role, you will leverage your financial services expertise, focusing on loan products, to design, manage, monitor, and optimize portfolio performance and profitability.You will...

At Latitude Financial Services, we are seeking a skilled Business Technology Strategist to drive digital transformation and lead our team of business analysts.About the RoleThe successful candidate will be responsible for developing and implementing a business analysis framework to deliver improved customer and banker experiences. They will also mentor and...

About the RoleWe are seeking a skilled Financial Services Coordinator to join our team. The primary purpose of this position is to provide guidance and support to current students regarding financial services, as well as offer information and referrals to resources within Swinburne and external service providers.In this role, you will deliver advice and...

Company OverviewFounded in 1988, Frontier Financial Group set out to be a financial services company with a difference, and one that puts its clients first.We are committed to delivering exceptional client experiences and building long-lasting relationships.

Financial Planning Assistant - Collins St, MelbourneLocation: DOCKLANDS, VIC, AU, 3008Employment Type: Permanent Full TimeBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, 2 x Permanent Full Time Opportunities.Shadforth Financial Group is one of Australia's leading financial...

Financial Services Opportunity21c Museum Hotels is seeking an exceptional Hotel Financial Services Specialist to join its finance team. As a key member of the department, you will be responsible for providing financial support to various functions within the hotel, including accounts payable, accounts receivable, payroll, and general cashiering duties.In...