In-Demand Financial advisor Jobs in Rhodes, 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
10d
Management Accountant
Sydney Smithfield Copper Recycling Pty Ltd —Smithfield NSW
- $97,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Finance
- QuickBooks
Quick Apply
Graduate Trainee – Financing & Advisory
Société Générale —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- No experience needed
Accountant
Futurerent —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
Quick Apply
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
2027 Sydney Traineeship Program
JPMorganChase —Sydney NSW
- Full-time
- Senior Secondary Certificate of Education
- No degree
- Recruiting
Manager - Technology Strategy and Transformation - Financial Services
EY —Sydney NSW
- Recruiting
- Organisational skills
- Parental leave
Economic Analyst
Treasury —Sydney NSW
- $102,936 - $113,579 a year
- Full-time
- Research
- Communication skills
- Parental leave
8d
2027 | APEJ | Sydney | Global Investment Research | Summer Analyst
Goldman Sachs —Sydney NSW
- Seasonal
- Bachelor's degree
- Internship
Resource Manager
PWC Australia —Sydney NSW
- Contract
- Negotiation
This Isn’t a Job. It’s a Stake in Something Growing Fast.
Hugeheart Education Sydney —Chatswood NSW
- Part-time
- In-person
- Leadership
- Free food
Quick Apply
Project Officer
Treasury —Sydney NSW
- $116,981 - $129,492 a year
- Full-time
- Microsoft Office
- Communication skills
- Parental leave
2d
Head of Workplace Relations & Wellbeing
Coca-Cola Europacific Partners —Sydney NSW
- Leadership
- Communication skills
- Employee stock purchase plan
12d
Insurance External Auditor | Senior Associate | Financial Services
PWC Australia —Sydney NSW
- Parental leave
Lending Specialist - 210 George St
Bank of Queensland —Sydney NSW
- Full-time
- Analysis skills
- Parental leave
- Employee assistance program
Financial Solutions - Relationship and Account Manager, Australia
Bloomberg —Sydney NSW
- Sales
- Financial services
- Parental leave
14d
EY-Parthenon - Manager - Strategy - Financial Services
EY —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Business development
- Parental leave
Graduate Accountant - Business Advisory
William Buck —Sydney NSW
- Full-time
- Bachelor's degree
- Business
Fund Services.Fund Analyst
Citco —Sydney NSW
- Full-time
- English
- Finance
- Administrative experience
2d
Analyst, Portfolio Valuation
Kroll —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Opportunities for advancement

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financial advisor jobs near rhodes, nsw

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
10 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 rhodes, nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Management Accountant

Graduate Trainee – Financing & Advisory

Accountant

Office Manager

2027 Sydney Traineeship Program

Manager - Technology Strategy and Transformation - Financial Services

Economic Analyst

2027 | APEJ | Sydney | Global Investment Research | Summer Analyst

Resource Manager

This Isn’t a Job. It’s a Stake in Something Growing Fast.

Project Officer

Head of Workplace Relations & Wellbeing

Insurance External Auditor | Senior Associate | Financial Services

Lending Specialist - 210 George St

Financial Solutions - Relationship and Account Manager, Australia

EY-Parthenon - Manager - Strategy - Financial Services

Graduate Accountant - Business Advisory

Fund Services.Fund Analyst

Analyst, Portfolio Valuation

I want to receive the latest job alert for financial advisor in rhodes, nsw

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