In-Demand Financial advisor Jobs in Smithfield, Nsw

Client Services & Practice Administrator (Accounting & Financial Planning)
Simaco Partners Pty Ltd —Bankstown NSW
- $78,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
14d
Office Manager
MBA Accountants & Business Advisors Pty Ltd —Hurstville NSW
- $75,000 - $80,000 a year
- Full-time
- Administrative experience
- In-person
- Communication skills
- Professional development assistance
Quick Apply
Lead Business Analyst
Volkswagen Financial Services Australia —Chullora NSW
- Microsoft Excel
- Microsoft Office
- Education
State Manager - NSW, VIC, TAS & ACT
Inchcape —Norwest NSW
- Full-time
- Management
- Sales
- Business development
- Opportunities for advancement
Client Services Officer
Findex —Norwest NSW
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
Corporate Finance Associate / Senior Associate - Sydney
Alvarez & Marsal —Sydney NSW
- Finance
- Master's degree
- Analysis skills
Director, Financial Operations
Nearmap —Barangaroo NSW
- Full-time
- Hybrid work
- Management
- AI
- Leadership
- Free food
Quick Apply
10d
Employee Relations Advisor
Woolworths Group —Bella Vista NSW
- Full-time
- Leadership
- Communication skills
13d
Client Solutions Specialist - superannuation, insurance, investments, and pensions
SS&C Technologies —Parramatta NSW
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Health insurance
- Parental leave
4d
Financial Planner, Penrith
Aware Super —Penrith NSW
- In-person
- Work from home
- Gym membership
Business Development Manager
Solventum —North Ryde NSW
- Full-time
- Management
- Sales
- EMR systems
Talent Acquisition Advisor
HammondCare —St Leonards NSW
- Full-time
- Hybrid work
- Research
- Recruiting
- Communication skills
- Parental leave
- Referral program
13d
Quality Advisor
Consolidated Power Projects Australia —South Granville NSW
- Full-time
- No degree
- Office experience
- Work from home
- Employee assistance program
Quick Apply
2d
Group Reporting Accountant
Nearmap —Barangaroo NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Salesforce
- ERP systems
- Health insurance
- Parental leave
Quick Apply
11d
Commercial Manager
BaptistCare —Norwest NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Presentation skills
5d
Associate Strategic Marketing Partner
DXC Technology —Macquarie Park NSW
- Full-time
- Marketing
- Bachelor's degree
- In-person
- Parental leave
- Employee assistance program
Senior Claims Advisor - Financial Lines
Marsh —Sydney NSW
- Full-time
- Hybrid work
- In-person
- Communication skills
Financial Planning & Analysis (FP&A) Analyst…Turn Financial Data into Business Performance - Flexible
Super Retail Group —Rhodes NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Budgeting
Quick Apply
Director/ Senior Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Senior Analyst to Associate Director, Transaction Analytics - Melbourne or Sydney
Alvarez & Marsal —Sydney NSW
- Azure
- SQL
- Analysis skills

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Client Services & Practice Administrator (Accounting & Financial Planning)

Simaco Partners Pty Ltd
Bankstown NSW

Quick Apply

Job Details

Full-time
$78,000 - $90,000 a year
14 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Management
Administrative experience
Communication skills
Office experience

Full Job Description

About the role

Working closely with the Directors and professional staff, you will provide administrative and client service support across our accounting, financial planning and mortgage broking divisions. You will play an important role in ensuring clients receive an exceptional experience while helping the practice operate efficiently and remain compliant with its regulatory obligations.

Key responsibilities

Prepare and manage client engagement letters and engagement renewals, including invoices.
Coordinate onboarding of new clients across the business.
Support compliance processes, including AUSTRAC and AML record-keeping requirements where required.
Assist in coordinating the notice of assessment, e sign and lodgement program with staff.
Manage workflow and records relating to outstanding forms, engagement acceptances and client documentation, including billings and lodgments.
Assist in coordinating client appointments, review meetings and diary management for senior staff.
Organise follow-up actions arising from client meetings.
Assist with completion of client fact finds, individual tax return input and collection of preliminary information as required by senior staff.
Prepare advisers for meetings by ensuring documentation is complete and organized for quick turnaround (along with relevant file notes).
Coordinate implementation paperwork and provider follow-up under manager direction after advice / lending has been approved.
Assist Senior Staff in review, management and follow up of debtors, WIP and associated invoicing.
Assist with ASIC annual reviews and changes for clients.
Ensure the office remains organised and presentable.
Identify improved processes and implement them in the office environment.

About you:

Demonstrated initiative and a drive to deliver key outcomes and follow up for results.
The ability to follow items up without prompting.
Previous administration, client services or professional office experience.
Excellent organisational and time-management skills.
Strong written and verbal communication skills.
High attention to detail and accuracy.
Ability to manage multiple priorities and deadlines.
Proficiency in Microsoft Outlook, Word, Excel and Teams.
A positive, proactive and client-focused approach.

About us

Simaco Partners is a growing professional services firm providing accounting, tax and financial services, including mortgage broking and financial planning, to individuals, families and business owners throughout Sydney. Given the nature of the role, it will be office based in the first instance and require Australia work rights.

Pay: $78,000.00 – $90,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in smithfield, nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Office Manager

Lead Business Analyst

State Manager - NSW, VIC, TAS & ACT

Client Services Officer

Corporate Finance Associate / Senior Associate - Sydney

Director, Financial Operations

Employee Relations Advisor

Client Solutions Specialist - superannuation, insurance, investments, and pensions

Financial Planner, Penrith

Business Development Manager

Talent Acquisition Advisor

Quality Advisor

Group Reporting Accountant

Commercial Manager

Associate Strategic Marketing Partner

Senior Claims Advisor - Financial Lines

Financial Planning & Analysis (FP&A) Analyst…Turn Financial Data into Business Performance - Flexible

Director/ Senior Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney

Senior Analyst to Associate Director, Transaction Analytics - Melbourne or Sydney

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