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Reposted 23 Hours AgoSaved
Melbourne, Victoria, AUS
Junior
Junior
Fintech • Payments • Financial Services
As a Private Clients Administrator, you will support financial advisers with administration tasks, ensuring data accuracy, managing payments, and maintaining communication with clients to exceed expectations.
Top Skills: Compliance SystemsCore SystemsFinancial Products
Reposted 23 Hours AgoSaved
Melbourne, Victoria, AUS
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Financial Adviser, you will cultivate client relationships, provide tailored insurance advice, conduct reviews, and oversee new business opportunities.
Top Skills: Microsoft Office SuiteXplan
Reposted 6 Days AgoSaved
Melbourne, Victoria, AUS
Junior
Junior
Fintech • Payments • Financial Services
As an Accountant at Fordham, you will prepare financial statements and tax returns, ensure tax compliance, and develop tax strategies for business clients.
Top Skills: Financial StatementsTax Returns
Reposted 15 Days AgoSaved
Melbourne, Victoria, AUS
Junior
Junior
Fintech • Payments • Financial Services
As a Risk Paraplanner, assist Advisors with preparation of client documents, manage underwriting, answer client queries, and maintain compliance records.
Top Skills: SharepointXplan
21 Days AgoSaved
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
Provide ongoing client service and support Financial Advisers by coordinating client meetings, developing strategies, and managing workflows to ensure client satisfaction.
Top Skills: Xplan
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