Financial Service Coordinator

4 days ago


Melbourne, Victoria, Australia beBeeService Full time $50,000 - $75,000

Job Overview

As a key member of our accounting practice team in Brunswick, you will play a pivotal role in providing exceptional client service and support. Your responsibilities will include managing client relationships, ensuring compliance deadlines are met, and maintaining software systems with accurate client information.

Key Responsibilities

  • Collation of financial statements and tax returns
  • Scheduling client appointments and responding to client inquiries
  • Preparing client correspondence and maintaining software systems
  • Assisting with billing, ASIC backup, and MYOB, Xero, ASIC portal, ATO portal

Requirements

  • Recent work experience within an accounting practice
  • Xero and MYOB AE experience highly regarded
  • Previous ASIC experience advantageous
  • Tech-savvy and able to adapt to new systems
  • Good attention to detail

Benefits

  • Flexible work hours accommodating school hours
  • A supportive work environment with excellent culture
  • High staff retention
  • Varied and interesting role offering progression opportunities


  • Melbourne, Victoria, Australia beBeeFinancial Full time $24,960 - $30,000

    Job Title:Financial Services Coordinator(An exciting opportunity to join our team as a Financial Services Coordinator)


  • Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $95,000

    Job Title: Financial Services CoordinatorWe are seeking an experienced and highly skilled Financial Services Coordinator to join our team. As a key member of our organization, you will be responsible for providing exceptional financial services to our clients, ensuring their financial needs are met with accuracy and efficiency.Job DescriptionAssess client...


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

    Financial Services CoordinatorAn exciting opportunity has arisen for a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. As a key member of the finance team, you will play a critical role in ensuring the smooth operation of our financial processes.The successful candidate will be responsible for...


  • Melbourne, Victoria, Australia beBeeAccountability Full time $80,000 - $100,000

    Job Title: Financial Services CoordinatorWe are seeking a skilled and detail-oriented Financial Services Coordinator to join our team.Key Responsibilities:Process sales invoices and associated paperwork in a timely and accurate manner.Verify and match media supplier invoices, ensuring accurate pricing and coding.Reconcile invoices with Media bills,...


  • Melbourne, Victoria, Australia beBeeCustomerSupport Full time $100,000 - $110,000

    Job OverviewWe are seeking a skilled Financial Services Coordinator to join our team. As a key member of our financial advice team, you will play a vital role in delivering exceptional customer service throughout the financial planning process.Responsibilities:Provide superior customer support to clients across various channels, ensuring prompt resolution...


  • Melbourne, Victoria, Australia beBeeAccountability Full time $80,000 - $105,000

    We are seeking a highly skilled Financial Services Coordinator to lead our organization's AR-Billing function in Melbourne.About the RoleKey responsibilities include:Billing and vendor managementReceipting and follow-up of overdue feesInvestigation of overdue accounts and reconciliation of accountsProcessing payments, cheques, and direct debitsEffective...

  • 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

    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...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $72,300 - $91,800

    Job Description\Helpers the management and coordination of business, human resource and administrative policy practices and procedures that support our organisation achieve its operational and strategic objectives. We contribute to building our capacity and capability through providing services such as:">budget and financial reporting;business management...


  • Melbourne, Victoria, Australia Fourquarters Full time

    Commencing Immediately- Potential Temporary to Permanent conversion- National Financial Services Co.Flourishing Financial Services firm based in CBD, are looking for a fast paced, thorough and methodical HR Coordinator to support them with generalist HR matters.Initially commencing on a temporary basis, this role has scope to become permanent. The role will...