Showing posts with label Finance Jobs. Show all posts
Showing posts with label Finance Jobs. Show all posts

Tuesday, March 1, 2011

Wealth Management Consultants - Job Code: CIK2566B

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Wealth Management Client Service Consultants
Outstanding permanent customer service opportunities
Excellent training & exposure to career development
Supportive team and positive company culture
Our client is a highly regarded and recognised leader in Financial Services. Due to continued growth, they are currently recruiting experienced customer service professionals to join their adviser services centre.

As a valued member of a dynamic client services team, you will be responsible for providing superior support and assistance to both financial advisors and clients. You will provide support and assistance across a broad range of products including managed funds, equities, cash and superannuation products.

More specifically, your role will involve:

Taking inbound inquiry calls and providing accurate and timely information.
Troubleshooting and providing solutions to any queries or problems.
Building & maintaining professional relationships with advisers and clients.
Responding to email enquiries.
Relevant administration duties.
Initiating outbound follow up calls.

Successful candidates will possess tertiary studies ideally within a finance or business discipline, previous customer service experience and positive and can do attitude.

Candidates will also need to possess:

Superior communication skills.
Problem solving abilities
Enthusiasm & motivation to be part of a successful team.


Note:
Chennai & tamilnadu candidates check the live job links on this page or walk in directly.

Other state candidates check the live job links on this page or mail to hrd@customeriskinginc.com

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Saturday, February 26, 2011

Senior Reconciliations Associate - Job Code: CIK2564B

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Senior Reconciliations Associate - Asset Control

Employer of Choice
Genuine career progression
Do you want to join THE leading financial services firm in Australia? Do you have strong experience in an Asset Reconciliations role? If so, please read on....
You will play a pivotal role in the Asset Control area of a leading fund manager with the responsibility of supporting the Team Leader.

Your main duties will include:
Maintaining cash/asset reconciliations
Transactional processing
Investigation of any breaks or discrepancies
Process improvements
The successful candidate will have approximately 2 years Asset Reconciliations experience from a fund manager or custodian. It is important that you are degree qualified in a finance or accounting related discipline. You will also be flexible in your work environment and open to change. Strong communication skills are also essential.


Note:
Chennai & tamilnadu candidates check the live job links on this page or walk in directly.

Other state candidates check the live job links on this page or mail to hrd@customeriskinginc.com

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Wednesday, September 22, 2010

Trustee Accountant - Job Code: CIK-1641

• Salary + super + additional benefits

A rare opportunity to join the finance team of a leading industry superannuation fund which operates the fund with the best interests of members at all times and provides an excellent level of ongoing service.

A new position has been created for a Trustee Accountant who will be responsible for the statutory and accounting function of the Trustee Company and will report directly to the Chief Executive Officer,
You will be responsible for the statutory and management accounting function which includes financial control of supplier contracts liaising with relevant management to develop business plans and budgets, this will require an understanding of payroll and taxation.

To be successful you must have a relevant tertiary qualification with a demonstrated background in Fund Accounting within the financial services environment with ability to lead and mentor a team. Strong analytical and commercial knowledge within the financial services sector. RG146 an advantage.



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Senior Fund Accountant - Job Code: CIK-1642

Senior Fund Accountant
Great Team Environment
Excellent Remuneration Package
In order to be successful for this opportunity you should meet with all (or most) of the following criteria:
A minimum of 2 years working as a Fund Accountant
Degree qualified within a relevant field and CA / CPA qualified
A Intermediate - Advanced level of Excel
Perfect communication skills both written and verbal
Experience working to tight daily deadlines
Experience working with custodians, agents and auditors
In terms of personality we are looking for the following traits:
Self motivated and career driven
Positive Attitude
Team player
Confident at communicating to senior members of the division
The day to day duties include:
Unit Pricing - calculating of the Net Asset Value of the fund
Reconciling the funds
Liaising with the Investment Managers advising them on fund performances
Statutory and management reporting on a monthly, quarterly and annual basis
Preparing monthly management accounts with commentary on fund performances
If you are successful in obtaining this role you can expect the following BENEFITS:
A highly rewarding bonus structure
Genuine career progression a great springboard to enhance your existing knowledge



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Friday, August 27, 2010

Equities Administrator

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Equities Administrator
Banking & Financial Services Group (BFS) is the primary relationship manager.

Role Overview

Equities administrators are primarily responsible for processing mandatory and voluntary corporate actions. This includes but is not limited to dividends from end-to-end, processing primary market instalment warrant applications, assisting Training and Relationship Managers, WRAP Administration and the WRAP Contact Centre with adviser escalations relevant to corporate actions.

Key Responsibilities

Monitor the ASX daily diary and update all relevant information to the internal corporate actions calendar as well as any relevant internal systems
Processing corporate actions, instalment warrants and dividends from end-to-end
Ensure all instructions received are processed and sent to the registry prior to cut off timeframes.
Communicate direc t ly with advisers in regards to any queries around corporate actions.
Providing support to the WRAP administration and contact centre teams with complex or technical issues .
Ensuring adviser and client satisfaction.
Participating in projects relating to equities/corporate actions
Maintain a detailed understanding of WRAP products and a basic understanding of all other BFS products and services.
Examine existing procedures and provide feedback regarding process improvement.
Preparing detailed reports in relation to compliance, complaints and escalation.
Successful Applicant

Professional communication skills
Equities and derivative knowledge
Understanding of corporate actions
Exceptional attention to detail
Microsoft Excel - intermediate to advanced
RG146
The successful applicant will be a team player with strong attention to detail and an interest and commitment to delivering high quality outcomes at a zero error rate. You will be positive, passionate, willing to learn and proud to support the daily activities of others to achieve positive outcomes for service and operations, our advisers and clients.






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Thursday, August 26, 2010

Financial Controller/CFO - Job Code: CIK-1806

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Dynamic and expanding financial and investment group
Strong business acumen, Great opportunity for someone have ambitious

This is an outstanding career opportunity for a suitable candidate who wants to step up and accelerate his/her career for a highly progressive and expanding business.

The key responsibility for this role will include but not limited to:
Assist the executive chairman as a core executive team.
Provide accurate and timely financial information supported by analytical detail for the management, the board, and government as well as industry regulatory bodies including ASIC.
Ensure compliance with financial procedures and all reporting obligations.
Compile budgets and developing forecasting models.
Participate in developing business, providing advice and also draft and execute strategic plans by undertaking specific analysis.
Develop and implement financial management strategies
Oversee a small finance and accounting team.
As for a successful candidate, you should:
Have tertiary qualifications in an accounting/finance or related discipline with proactive personality and strong leadership,
Have had minimum 7 years experience with structure finance include securitization investment banking or property fund management business.
Self-motivated, energetic and goal oriented.
A good hands on team leader focused on leading by example
Possess strong presentation and communication skills complemented by an outgoing personality.

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Wednesday, August 11, 2010

Manager - Analysis Job Code: CIK-1341

Manager - Analysis

About the Role
As a key member of the Finance Team this position offers the successful candidate to apply their management accounting/business analysis knowledge in a proactive environment. The key responsibilities of this business critical role will include but not limited to:
Preparation of monthly, quarterly and annual reports
Identify business improvements
Budget and forecast preparation
Responsible for the development and review of financial models across the finance function
Skills / Requirements
CA/CPA with ideally 5 years post qualifications
Experience within superannuation, financial services insurance or funds management industries will be highly regarded
Prior experience in a senior accounting role with a strong exposure to Business Analysis and Management Accounting
Experience in producing and/or reviewing financial models
Strong supervision skills and the ability to motivate teams

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