In-Demand Financial advisor Jobs in Parramatta 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
12d
Economic Analyst
Treasury —Sydney NSW
- $102,936 - $113,579 a year
- Full-time
- Research
- Communication skills
- Parental leave
10d
Graduate Trainee – Financing & Advisory
Société Générale —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- No experience needed
2027 Sydney Traineeship Program
JPMorganChase —Sydney NSW
- Full-time
- Senior Secondary Certificate of Education
- No degree
- Recruiting
Accountant
Futurerent —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
Quick Apply
Manager - Technology Strategy and Transformation - Financial Services
EY —Sydney NSW
- Recruiting
- Organisational skills
- Parental leave
Project Officer
Treasury —Sydney NSW
- $116,981 - $129,492 a year
- Full-time
- Microsoft Office
- Communication skills
- Parental leave
4d
Resource Manager
PWC Australia —Sydney NSW
- Contract
- Negotiation
2027 | APEJ | Sydney | Global Investment Research | Summer Analyst
Goldman Sachs —Sydney NSW
- Seasonal
- Bachelor's degree
- Internship
Organisational Davelopment Advisor
NSW Department of Communities and Justice —Sydney NSW
- $116,981 - $129,492 a year
- Full-time
- Recruiting
- Parental leave
- Employee assistance program
1d
Head of Workplace Relations & Wellbeing
Coca-Cola Europacific Partners —Sydney NSW
- Leadership
- Communication skills
- Employee stock purchase plan
14d
EY-Parthenon - Manager - Strategy - Financial Services
EY —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Business development
- Parental leave
Business Information Specialist
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Management
- Parental leave
- Employee assistance program
1d
Insurance External Auditor | Senior Associate | Financial Services
PWC Australia —Sydney NSW
- Parental leave
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
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
2d
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
Graduate Accountant - Business Advisory
William Buck —Sydney NSW
- Full-time
- Bachelor's degree
- Business
Lending Specialist - 210 George St
Bank of Queensland —Sydney NSW
- Full-time
- Analysis skills
- Parental leave
- Employee assistance program
Deals | Management Consultant
PWC Australia —Sydney NSW
- $89,000 a year
- Writing skills
- Communication skills
- Annual leave

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financial advisor jobs near parramatta 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
12 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 parramatta nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Economic Analyst

Graduate Trainee – Financing & Advisory

2027 Sydney Traineeship Program

Accountant

Manager - Technology Strategy and Transformation - Financial Services

Project Officer

Resource Manager

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

Organisational Davelopment Advisor

Head of Workplace Relations & Wellbeing

EY-Parthenon - Manager - Strategy - Financial Services

Business Information Specialist

Insurance External Auditor | Senior Associate | Financial Services

Office Manager

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

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

Graduate Accountant - Business Advisory

Lending Specialist - 210 George St

Deals | Management Consultant

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

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