In-Demand Financial advisor Jobs in Minchinbury, 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
9d
Management Accountant
Sydney Smithfield Copper Recycling Pty Ltd —Smithfield NSW
- $97,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Finance
- QuickBooks
Quick Apply
Senior Client Service Officer - Estate Planning and Administration
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
7d
Client Services Officer
Findex —Norwest NSW
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
Regional Manager
Inchcape —Norwest NSW
- Full-time
- Management
- Sales
- Business development
- Opportunities for advancement
Employee Relations Advisor
Woolworths Group —Bella Vista NSW
- Full-time
- Leadership
- Communication skills
8d
Financial Planner, Penrith
Aware Super —Penrith NSW
- In-person
- Work from home
- Gym membership
Senior Business Analyst - BIG WX
Woolworths Group —Bella Vista NSW
- Full-time
- Hybrid work
- Google Suite
- AI
- Analytics
12d
EHS Specialist
Sims Limited —St Marys NSW
- Management
- Office
- No degree
- Parental leave
- Employee assistance program
Quick Apply
6d
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
Corporate Finance Associate / Senior Associate - Sydney
Alvarez & Marsal —Sydney NSW
- Finance
- Master's degree
- Analysis skills
13d
Lead Business Analyst
Volkswagen Financial Services Australia —Chullora NSW
- Microsoft Excel
- Microsoft Office
- Education
First Class Travel Consultants Top Travel Sales Consultants? First-Class Clients, First-Class Rewards
Firstclass.com.au —Parramatta NSW
- $100,000 - $150,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Commercial Manager
BaptistCare —Norwest NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Presentation skills
13h
Transaction Services opportunities in Brisbane, Melbourne and Sydney
Alvarez & Marsal —Sydney NSW
Sr Manager, Legal Counsel (Property)
McDonald's —Thornleigh NSW
- Hybrid work
- Private practice
- Commuter assistance
- Annual leave
Home Care Billing and Claims Officer
Southern Cross Care (NSW & ACT) —Epping NSW
- Full-time
- Microsoft Excel
- Budgeting
- Communication skills
- Employee assistance program
- Referral program
Quick Apply
13d
Industrial Relations Partner
Woolworths Group —Bella Vista NSW
- Full-time
Commercial Manager
Baptistcare WA —Norwest NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Presentation skills
12h
Manager/ Associate Director, Transaction Services (Financial Due Diligence) - Brisbane, Melbourne or Sydney
Alvarez & Marsal —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Communication 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
9 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 minchinbury, nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Management Accountant

Senior Client Service Officer - Estate Planning and Administration

Client Services Officer

Regional Manager

Employee Relations Advisor

Financial Planner, Penrith

Senior Business Analyst - BIG WX

EHS Specialist

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

Corporate Finance Associate / Senior Associate - Sydney

Lead Business Analyst

First Class Travel Consultants Top Travel Sales Consultants? First-Class Clients, First-Class Rewards

Commercial Manager

Transaction Services opportunities in Brisbane, Melbourne and Sydney

Sr Manager, Legal Counsel (Property)

Home Care Billing and Claims Officer

Industrial Relations Partner

Commercial Manager

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

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