Senior Paraplanner Advisor

About the Role:We are seeking a detail-oriented Paraplanner to assist our experienced advisors in preparing and implementing comprehensive financial plans for clients. Your primary responsibility will be to conduct thorough research on insurance products, analyze financial needs analysis reports, and collaborate with advisors to identify appropriate...

Paraplanning Role OverviewThe ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.Key ResponsibilitiesPrepare comprehensive SOAs and ROAs in line with compliance requirements.Conduct...

Job DescriptionSeeking a seasoned accountant with exceptional tax preparation skills and business acumen to join our dynamic team. As a Senior Tax & Advisory Accountant, you will be responsible for managing client portfolios, preparing financial statements, and advising on tax planning strategies.">Key Responsibilities:Manage a portfolio of clients,...

About the RoleWe are seeking a highly skilled and dedicated individual to join our team as a Senior Customer Advocate.This is an exciting opportunity to build lasting relationships with clients, drive business growth through exceptional service, and make a meaningful impact.As a key member of our team, you will play a crucial role in delivering exceptional...

Senior Go-To-Market ProfessionalInfinite Commerce is seeking a seasoned Senior Go-To-Market Professional to lead projects in managing product listings on our internal Content Management system and external Amazon platform. As an expert in Amazon optimization, you will ensure timely and accurate listing uploads, drive sales, and monitor performance...

Senior Financial Operations LeadWe are seeking a seasoned financial professional to oversee the fiscal operations of our organization.This role involves providing strategic financial guidance, overseeing financial reporting, and ensuring compliance with regulatory requirements.The successful candidate will have a strong understanding of financial systems,...

Job Title:Customer Service Advisor - Homecoming - Laguna 2025Job DescriptionThe Customer Support Associate I position interfaces with customers via inbound calls, outbound calls, or through the Internet depending upon client requirements. This position provides customer service support and resolution of routine problems regarding client's product or...

**Job Overview:**We are seeking a skilled Tax Professional to join our team. As a seasoned tax expert, you will be responsible for preparing and reviewing complex tax returns, advising clients on tax-related matters, and ensuring compliance with all applicable federal, state, and local tax laws.Main Responsibilities:Tax Return Preparation: Prepare and review...

As a Financial Expert, your mission is to deliver accurate financial insights and support clients' accounting needs. You will be responsible for preparing and lodging Business Activity Statements (BAS) and Instalment Activity Statements (IAS), maintaining accurate financial records, and overseeing accounts payable and receivable processes.Key...

Job OverviewThe Payroll Specialist III plays a pivotal role in delivering exceptional payroll, benefits, and HR administration services to clients.This highly skilled professional is responsible for managing a full range of customer out-sourced activities within the organization's Managed Services offering.