Matthews Steer is seeking a Client Services Administrator to assist our Financial Planning team.
Responsibilities include providing a point of contact for clients, administrative support, liaison with investment product providers, researching products, strategies and technical issues and follow-up tasks.
Applicants should have a Cert III or IV in Business Admin or Financial Services (or equivalent), 1+years' financial services experience (or equivalent) and a comprehensive understanding of financial planning and investment concepts and principals.
Matthews Steer is seeking an Accounting Admin Supervisor to manage the Accounting Admin Team and reception.
Responsibilities include developing and mentoring team members, workflow management and representing the Accounting Admin team to the wider team. This role will support the General Manager in the implementation of Operational Projects.
Applicants should have 5-7 years' experience in a public practice accounting administration role, more than one year's experience managing people, and intermediate to advanced Microsoft Office Suite skills.
Are you interested in working for North West Melbourne's premier business advisory firm? Submit an expressions of interest form here, and we will get in touch when a role that meets your qualifications and abilities arises.