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Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
Listed sixteen days ago

Chief Member Officer - Superannuation

at Kaizen Recruitment

This is a Full time job

Melbourne VIC
subClassification: Superannuation
Superannuation
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • Executive leadership position - Melbourne CBD location
  • Led and manage through transformational change.
  • Led the development of a member experience strategy.
Newly created Executive Leadership position. Modernise and improve the member experience for this purpose and values driven superannuation fund.
16d ago
Listed one hour ago

Lead Claims Specialist

at Telstra Super

This is a Full time job

Melbourne VIC
subClassification: Claims
Claims
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • Management of daily operations for claims assessment and administration
  • Modern CBD Office. Supportive work life balance - Work 2 days in the office
  • Leading profit-to-members superannuation fund
Join TelstraSuper’s Insurance and Claims team. Manage, process Death & Disability Benefit claims. Insurer or Trustee operations experience required.
1h ago
Listed twenty three hours ago

Assistant Manager - Deals Specialist Services - SMSF - Melbourne

at KPMG

This is a Full time job

Melbourne VIC
Our people build skills for the future
subClassification: Business Services & Corporate Advisory
Business Services & Corporate Advisory
classification: Accounting
(Accounting)
  • Come as you are and shape a better future through work that matters
  • We acknowledge and celebrate the cultural diversity of our people
  • Join an organization where you will thrive
Manage and review the compliance work file, reporting deliverables and audit outcomes on each fund within your portfolio.
23h ago
Listed three days ago

Client Services Manager

at Robert Walters

This is a Full time job

Melbourne VIC
$90k - $100k p.a. + yearly bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a growing financial planning firm located in the CBD
  • Support experienced Financial Advisors in implementing advice
  • Particular focus on superannuation administration and SMSF
Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.
3d ago
Listed one hour ago

Assistant Manager - Enterprise - SMSF Specialist Division - Melbourne

at KPMG

This is a Full time job

Melbourne VIC
Our people build skills for the future
subClassification: Business Services & Corporate Advisory
Business Services & Corporate Advisory
classification: Accounting
(Accounting)
  • Come as you are and shape a better future through work that matters
  • We acknowledge and celebrate the cultural diversity of our people
  • Join an organization where you will thrive
Manage and review the compliance work file, reporting deliverables and audit outcomes on each fund within your specific SMSF portfolio.
1h ago
Listed twenty three hours ago

Governance Officer

at CBUS Super

This is a Full time job

Melbourne VIC
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full Time Permanent role based in Melbourne
  • Collaborative culture with an amazing work life balance
  • A member first oriented Super Fund
Come be a part of team that focuses on delivering key solutions for an award-winning member first Superannuation fund.
23h ago
Listed seven days ago

Insurance Representative

at HESTA Super Fund

This is a Full time job

Melbourne VIC
subClassification: Claims
Claims
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • 12 month maximum term contract
  • Purpose driven superannuation fund with great employee benefits
  • Flexible hybrid work environment (50/50) & 15% superannuation
Opportunity for an insurance representative experienced within the superannuation industry.
7d ago
Listed twenty hours ago

Manager, Business Risk and Compliance

at Aware Super

This is a Full time job

Melbourne VIC
Attractive Remuneration Package
subClassification: Risk Consulting
Risk Consulting
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • Join an award winning, industry super fund with a strong member focus
  • Enjoy a fantastic work culture, well-being days, cultural leave days & more
  • AFR BOSS Best Places to Work
You will contribute to the management of the Member, Engagement, Education & Advice division risk and compliance framework to enable the business.
20h ago
Listed eleven minutes ago

Junior Portfolio Administrator

at Woods & Co

This is a Full time job

Melbourne VIC
$60,000 - 70,000 + Super
subClassification: Stockbroking & Trading
Stockbroking & Trading
classification: Banking & Financial Services
(Banking & Financial Services)
  • Leading CBD based wealth management firm
  • Mentoring from high performing portfolio manager
  • Well-planned progression through the company
Join a high performing Melbourne team in the Portfolio Services space, assist in all aspects of portfolio management of HNW/UHN clientele.
11m ago
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