Financial Services Professional

Job Role OverviewWe seek an experienced Client Service Officer / Paraplanner to support our offshore team in providing premium financial advisory services.This role is designed for someone who can work independently, take initiative, and build trust within the team to enhance client experiences through seamless and efficient support across client service and...

We are seeking a detail-oriented financial professional to assist us in managing our clients' financial records. A key member of our team will be responsible for recording, classifying and organizing financial transactions with accuracy and timeliness.Responsibilities:Ensure accurate and timely recording, classification and organization of financial...

Job Title: Staff AccountantWe are seeking a highly motivated and organized professional to join our accounting operations team as a Staff Accountant. This is a full-time remote role that requires excellent communication and organizational skills, with a focus on supporting financial reporting and client services.This role offers an opportunity for career...

As a key first point of contact for prospective clients, you will bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll arrange meetings that align client needs with our personalized services.

Job OverviewWe are seeking a senior financial planning professional to join our team.Key ResponsibilitiesMonitor client investment portfolios to ensure they remain aligned with recommended asset allocation and strategies.Prepare recommendations for advisors on any changes needed and maintain accurate records of advice.Develop comprehensive SMSF investment...

Job OverviewAs a key financial professional, you will play a vital role in ensuring accurate and compliant financial operations. This senior accounting position involves overseeing daily accounting activities, maintaining and reconciling financial data, and preparing reports.Key Responsibilities:Manage day-to-day accounting tasks and assist with monthly and...

Job Title: Servicing ProfessionalWe are seeking a highly skilled and experienced Servicing Professional to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer experiences through prompt and professional communication.About the RoleThis is an exciting opportunity to work with a dynamic team that is...

Job Title: Accounting and Financial ManagerWe are seeking a detail-oriented and organized professional to manage financial records using QuickBooks Desktop.Key Responsibilities:Accounting and Record-Keeping:Maintain and update financial records, including transactions, ledgers, and journals in QuickBooks Desktop.Record daily financial activities, such as...

Job OpportunityA highly skilled professional is sought to fill the role of Audit and Administrative Assistant. The ideal candidate will possess a formal accounting education, advanced proficiency in Microsoft 365 suite and Azure, strong analytical and auditing capabilities, exceptional attention to detail, and strong communication skills.Key...

Fund Reconciliation SpecialistPerform daily reconciliations for fund accounts, ensuring accuracy and compliance with industry standards.Manage fund operations, including trade settlements, cash management, and reporting.Collaborate with internal and external stakeholders to resolve discrepancies and streamline processes.Maintain up-to-date knowledge of...