Financial Portfolio Manager

Job OverviewThe Senior Financial Planning Assistant role involves providing critical support to our team of financial planners as they deliver services to clients across Australia.ResponsibilitiesMonitoring client investment portfolios ensures alignment with recommended asset allocation, enabling timely adjustments and record-keeping.We prepare...

About the RoleThis is a fantastic opportunity to take ownership of our portfolio of products, ensuring their success day-to-day. Key responsibilities include managing branding content on listings, developing marketing tactics, and maintaining financial health.

Job Title:Financial Portfolio CoordinatorThis role is ideal for a detail-oriented professional with expertise in real estate accounting and proficiency in AppFolio. The successful candidate will have strong organizational skills, ensuring accurate documentation and timely processing of financial transactions.The responsibilities include managing daily...

Job OverviewThis role involves overseeing a portfolio of properties, ensuring seamless day-to-day operations and fostering strong relationships with tenants. Key responsibilities include communication, property management, financial oversight, marketing, compliance, data entry, billing, payroll processing, and vendor relationship management.Key...

Job Opportunity: Financial Manager for Real Estate PropertiesJob Summary:A financially astute and detail-oriented professional is sought after to manage the financial aspects of multiple real estate properties.The ideal candidate will possess excellent organizational skills, be proficient in bookkeeping software such as AppFolio, QuickBooks, and Excel, and...

As a skilled accounting professional, you will play a vital role in managing financial data for real estate investments and private equity portfolios. Your expertise in accounting principles and proficiency in data entry will be essential in performing accurate tasks using specialized software.Key Responsibilities:Manage financial data for real estate...

Loan Portfolio SpecialistThis role is ideal for meticulous individuals with a strong background in loan management, finance, or legal services. As a Loan Portfolio Assistant, you will be responsible for monitoring and managing resolved loans, ensuring all relevant processes are followed.Main ResponsibilitiesMonitor and manage resolved loans, ensuring...

Property Portfolio ManagerWe are seeking a diligent Property Portfolio Manager to oversee the management of our properties.The ideal candidate will be responsible for managing multiple properties, coordinating with tenants and owners, and ensuring timely lease renewals and maintenance activities.This role requires excellent organizational skills, strong...

Job OverviewThis role involves managing credit extension and collection for a specific portfolio of customers. The incumbent will work under the direction of the area manager to ensure accurate and timely management of credit practices within the accounting function.Key Responsibilities:Manage all aspects of credit extension and collection for assigned...

Account Manager We are seeking a highly skilled and experienced Account Manager to join our team. As an Account Manager, you will be responsible for managing a portfolio of clients, driving product adoption, renewals, and revenue growth through strategic guidance and strong customer relationships. About the Role The ideal candidate will have a proven...