Banking and Financial services
2 weeks ago
We are seeking an experienced Financial Services Officer or some one who has financial experience to join our growing team.
This is an exciting opportunity for a skilled professional who thrives on delivering high-quality service and building long-term client relationships.
Key Responsibilities:
Provide clients with support across Wealth Capital's full suite).
- Assist with applications, account administration and financial documentation.
- Ensure all advice and service meet compliance and regulatory standards.
- Contribute to the development of new business opportunities and client engagement initiatives.
- Prepare reports, reconciliations, and client communications as required.
Skills & Experience
- Proven experience in financial services, banking or wealth management.
- Strong knowledge of Australian financial regulations and compliance.
- Excellent communication and interpersonal skills.
- High attention to detail with sound numeracy and analytical abilities.
- Ability to manage multiple tasks and deadlines effectively.
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