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      • melbourne, victoria
      • permanent
      • AU$70,000 - AU$150,000 per year
      • full-time
      In these salaried loan writer roles, you will be responsible for lead generation, new business acquisition, loan packaging and processing through to settlement. You`ll need to have a thorough understanding of the end-to-end loan application process for residential lending in Australia.These roles will be ideal for those who have an affluent network and circle of influence that you can leverage on to generate your own business. This will suit a lender who wants to work in a strong brand name with higher commission structures or a branch / mobile lender who is wanting to earn commission outside of the bank, with uncapped earning potential.Ideally, you will need to have at least 2-3 years background in processing home loans, whether you are a loan writer, loan processor or analyst that wants to step into a sales based role.Understanding the 4c’s is essential and local credit consumer laws. You will also have a strong knowledge of products in the market and offerings in the home lending sector, to understand your clients needs. A working knowledge of credit decisioning is advantageous for the submission process to ensure applications are processed smoothly. If you have a background in complex lending scenarios this is also advantageous as there may be opportunities to work with business owners having intricate structures.For more information about this and some of the other great opportunities, don't hesitate to get in touch jarrad.penley@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      In these salaried loan writer roles, you will be responsible for lead generation, new business acquisition, loan packaging and processing through to settlement. You`ll need to have a thorough understanding of the end-to-end loan application process for residential lending in Australia.These roles will be ideal for those who have an affluent network and circle of influence that you can leverage on to generate your own business. This will suit a lender who wants to work in a strong brand name with higher commission structures or a branch / mobile lender who is wanting to earn commission outside of the bank, with uncapped earning potential.Ideally, you will need to have at least 2-3 years background in processing home loans, whether you are a loan writer, loan processor or analyst that wants to step into a sales based role.Understanding the 4c’s is essential and local credit consumer laws. You will also have a strong knowledge of products in the market and offerings in the home lending sector, to understand your clients needs. A working knowledge of credit decisioning is advantageous for the submission process to ensure applications are processed smoothly. If you have a background in complex lending scenarios this is also advantageous as there may be opportunities to work with business owners having intricate structures.For more information about this and some of the other great opportunities, don't hesitate to get in touch jarrad.penley@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$80,000 - AU$90,000, per year, attractive package
      • full-time
      About the company This business is a highly regarded investment consulting company known for providing outstanding services to a wide range of retail, corporate and institutional clients. Their Melbourne based team is made up of very experienced and successful professionals who are passionate about helping clients. Due to recent growth, they are looking for an Investment Operations Assistant to provide high end support to the business. About the role In this role you will have the opportunity to support experienced consultants and will be a main point of contact for their clients. Your responsibilities will include but won’t be limited to reviewing investment statements and portfolios, analysis of different asset classes, setting up new accounts for clients, preparing monthly and quarterly reports, data collection, analysis and reconciliation, and liaising with investment managers, corporate clients, custodians and other vendors and providers. This is a great opportunity for someone with ops and back office investment experience to join a leading brand and build their career. Demonstrated skills Experience working in ops & investmentsStrong knowledge of asset classesOutstanding communication and presentation skillsAbility to work autonomously and be a self starterBenefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the company This business is a highly regarded investment consulting company known for providing outstanding services to a wide range of retail, corporate and institutional clients. Their Melbourne based team is made up of very experienced and successful professionals who are passionate about helping clients. Due to recent growth, they are looking for an Investment Operations Assistant to provide high end support to the business. About the role In this role you will have the opportunity to support experienced consultants and will be a main point of contact for their clients. Your responsibilities will include but won’t be limited to reviewing investment statements and portfolios, analysis of different asset classes, setting up new accounts for clients, preparing monthly and quarterly reports, data collection, analysis and reconciliation, and liaising with investment managers, corporate clients, custodians and other vendors and providers. This is a great opportunity for someone with ops and back office investment experience to join a leading brand and build their career. Demonstrated skills Experience working in ops & investmentsStrong knowledge of asset classesOutstanding communication and presentation skillsAbility to work autonomously and be a self starterBenefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$120,000 - AU$140,000, per year, Attractive Package
      • full-time
      Risk Consultant Leading Wealth BusinessWFHTeam EnvironmentThe Company This leading wealth business has been able to progress and move forward with the ever changing wealth industry. They work in a very effective way always putting their clients first and have strong structures and processes in place to ensure industry guidelines and agreements are always being met. This is accompanied with great work life balance and a high achieving culture. The Role This role will see you helping develop the guidelines for case assessments in a remediation program ensuring that the files are being reviewed and assessed within industry guidelines . This is a unique role where you will be working in a quality assurance capacity . You will be helping determine whether assessed cases need re-assessment and ensuring that the case assessors have followed the required program guidelines. Through testing and sampling you will be ensuring that the cases have not missed the approach of the program. Your Experience 7 + Years in the Wealth IndustryRisk and Compliance ExperienceStrong understanding of afsl guidelinesData experienceTo apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Risk Consultant Leading Wealth BusinessWFHTeam EnvironmentThe Company This leading wealth business has been able to progress and move forward with the ever changing wealth industry. They work in a very effective way always putting their clients first and have strong structures and processes in place to ensure industry guidelines and agreements are always being met. This is accompanied with great work life balance and a high achieving culture. The Role This role will see you helping develop the guidelines for case assessments in a remediation program ensuring that the files are being reviewed and assessed within industry guidelines . This is a unique role where you will be working in a quality assurance capacity . You will be helping determine whether assessed cases need re-assessment and ensuring that the case assessors have followed the required program guidelines. Through testing and sampling you will be ensuring that the cases have not missed the approach of the program. Your Experience 7 + Years in the Wealth IndustryRisk and Compliance ExperienceStrong understanding of afsl guidelinesData experienceTo apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • temporary
      • AU$28.00 - AU$29.00 per hour
      • full-time
      Overview Exciting opportunity to join an industry leader within the insurance sector on a 6 month contract starting on the 2nd August within their growing policy administration team. Day to day this role will see you making calls to customers to update their details and sending out documentation. Key Responsibilities Calling customers to update their recordsUpdating and maintaining customer recordsSending out files to customerManage internal relationships with business stakeholders Working towards SLA'sKey RequirementsExcellent written and verbal communication skills High level of attention to detail and accuracy Quick learner comfortable using multipe systemsStrong stakeholder management skillsPrevious experience within customer service or administration To ApplyIf this sounds like an opportunity you are interested in please follow the links online to apply or contact Hannah Ebers for a confidential discussion.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Overview Exciting opportunity to join an industry leader within the insurance sector on a 6 month contract starting on the 2nd August within their growing policy administration team. Day to day this role will see you making calls to customers to update their details and sending out documentation. Key Responsibilities Calling customers to update their recordsUpdating and maintaining customer recordsSending out files to customerManage internal relationships with business stakeholders Working towards SLA'sKey RequirementsExcellent written and verbal communication skills High level of attention to detail and accuracy Quick learner comfortable using multipe systemsStrong stakeholder management skillsPrevious experience within customer service or administration To ApplyIf this sounds like an opportunity you are interested in please follow the links online to apply or contact Hannah Ebers for a confidential discussion.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$90,000 - AU$110,000, per year, attractive package
      • full-time
      About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner or Associate Adviser to join their team.About the role In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working in the Financial Planning industryCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsAttractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner or Associate Adviser to join their team.About the role In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working in the Financial Planning industryCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsAttractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$55,000 - AU$60,000 per year
      • full-time
      Company OverviewThis highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and email Maintain and update client records through XPLAN Schedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reports Manage and improve task threads and templates Assist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationships Prepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as requiredKey RequirementsOne years’ plus experience working in the banking and finance sectorHigh level of attention to detail and accuracyIntermediate MS office skillsPrevious experience using XPLAN will be highly regardedWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Company OverviewThis highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and email Maintain and update client records through XPLAN Schedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reports Manage and improve task threads and templates Assist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationships Prepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as requiredKey RequirementsOne years’ plus experience working in the banking and finance sectorHigh level of attention to detail and accuracyIntermediate MS office skillsPrevious experience using XPLAN will be highly regardedWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • contract
      • AU$500 per day
      • full-time
      Account Manager - Securities CBD Based Up to 500 / Daily (6 month contract) - Likely to go permanent The Company This business is a large global financial services provider work in funds management, financial markets, wealth as well as corporate trustee services. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantageThe Role The primary duties of this role is to work with internal resources to ensure the services provided to their clients are at a very high standard. You will be working with the internal financial market teams dealing with futures and securities and representing the clients to all the internal stakeholders. You will be assigned clients as well as fund managers to work with and understand their needs. You will be tasked with understanding their unique requirements. You will also be conducting reviews and creating action plans so you can provide them with solutions when you need to. Your Experience 10 years experience in the financial services industry10 years experience in managing client relationshipsExperience with Securities and background on Securities Services process and product knowledgeProven experience managing HNW relationships To apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Account Manager - Securities CBD Based Up to 500 / Daily (6 month contract) - Likely to go permanent The Company This business is a large global financial services provider work in funds management, financial markets, wealth as well as corporate trustee services. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantageThe Role The primary duties of this role is to work with internal resources to ensure the services provided to their clients are at a very high standard. You will be working with the internal financial market teams dealing with futures and securities and representing the clients to all the internal stakeholders. You will be assigned clients as well as fund managers to work with and understand their needs. You will be tasked with understanding their unique requirements. You will also be conducting reviews and creating action plans so you can provide them with solutions when you need to. Your Experience 10 years experience in the financial services industry10 years experience in managing client relationshipsExperience with Securities and background on Securities Services process and product knowledgeProven experience managing HNW relationships To apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • temporary
      • AU$25.00 - AU$29.00 per hour
      • full-time
      Excellent opportunity to work for one of Australia’s leading Insurance Specialists This leading organization is responsible for servicing over 1.2 million Australians and providing them with the reassurance that they and their loved ones can rest easy knowing they are looked after. Be a part of a team who employ more than 1500 people nationally and who centre their work environment on development, wellbeing, recognition and contribution. We are recruiting multiple roles to assist in their Inbound Communications and Record Management team based in Melbourne. Day to day you will be responsible for facilitating the flow of documents through to the relevant teams. Key Responsibilities Manage physical and digital customer correspondence and provide services to facilitate access to original stored documents if required.Work as part of the wider team across various different departments to ensure that organisational goals are met. Manage internal relationships with business stakeholders Support any document service requests (rescan, re-direct and request original etc) Manage any document retrieval requests Key Requirements Excellent written and verbal communication skills High level of attention to detail and accuracyStrong initiative and abaility to think outside the box Resourceful problem solving skills Quick learner comfortable using multipe systems Strong stakeholder management skills . What's in it for you Work for an industry leading organisation Enjoy flexible work options between home and the office Monday-Friday 9-5pm working week If this sounds like an opportunity you are interested in please follow the links online to apply or contact Hannah Ebers for a confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Excellent opportunity to work for one of Australia’s leading Insurance Specialists This leading organization is responsible for servicing over 1.2 million Australians and providing them with the reassurance that they and their loved ones can rest easy knowing they are looked after. Be a part of a team who employ more than 1500 people nationally and who centre their work environment on development, wellbeing, recognition and contribution. We are recruiting multiple roles to assist in their Inbound Communications and Record Management team based in Melbourne. Day to day you will be responsible for facilitating the flow of documents through to the relevant teams. Key Responsibilities Manage physical and digital customer correspondence and provide services to facilitate access to original stored documents if required.Work as part of the wider team across various different departments to ensure that organisational goals are met. Manage internal relationships with business stakeholders Support any document service requests (rescan, re-direct and request original etc) Manage any document retrieval requests Key Requirements Excellent written and verbal communication skills High level of attention to detail and accuracyStrong initiative and abaility to think outside the box Resourceful problem solving skills Quick learner comfortable using multipe systems Strong stakeholder management skills . What's in it for you Work for an industry leading organisation Enjoy flexible work options between home and the office Monday-Friday 9-5pm working week If this sounds like an opportunity you are interested in please follow the links online to apply or contact Hannah Ebers for a confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$60,000 - AU$65,000 per year
      • full-time
      Company Overview This is a truly unique opportunity to join an industry fund Bank which has recently gone through an acquisition and is looking to expand their Deposit Lending Operations team. This role will see you exposed to various areas of the Bank including but not limited to assisting with customer onboarding, KYC/AML, payments, fraud monitoring and disputes management. This role will suit a self starter, who is motivated to grow and learn as this company starts the next chapter of their exciting journey. Key ResponsibilitiesManage account opening across consumer lendingCheck and follow up on AML/CTF documentsPortfolio management of new, prospect and existing customersHandle client enquiries and manage escalationsProcessing of money movement and authorising transactionsManaging reconciliationsContribute to continuous improvement across processes and proceduresLiaising with front office and other internal business units with account related mattersKey RequirementsPrevious experience in a similar role in retail banking across banking operations teamsKnowledge of the industry and competitors' productsAbility to be proactive and adaptive to different situations and work in an agile environmentTech savvy with intermediate Excel skillsExcellent written and verbal communication skillsRelevant tertiary studies wil be highly regardedTo Apply If you meet the above criteria and are looking for the next step in your career please follow the links to apply online. For further queries please contact hannah.ebers@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Company Overview This is a truly unique opportunity to join an industry fund Bank which has recently gone through an acquisition and is looking to expand their Deposit Lending Operations team. This role will see you exposed to various areas of the Bank including but not limited to assisting with customer onboarding, KYC/AML, payments, fraud monitoring and disputes management. This role will suit a self starter, who is motivated to grow and learn as this company starts the next chapter of their exciting journey. Key ResponsibilitiesManage account opening across consumer lendingCheck and follow up on AML/CTF documentsPortfolio management of new, prospect and existing customersHandle client enquiries and manage escalationsProcessing of money movement and authorising transactionsManaging reconciliationsContribute to continuous improvement across processes and proceduresLiaising with front office and other internal business units with account related mattersKey RequirementsPrevious experience in a similar role in retail banking across banking operations teamsKnowledge of the industry and competitors' productsAbility to be proactive and adaptive to different situations and work in an agile environmentTech savvy with intermediate Excel skillsExcellent written and verbal communication skillsRelevant tertiary studies wil be highly regardedTo Apply If you meet the above criteria and are looking for the next step in your career please follow the links to apply online. For further queries please contact hannah.ebers@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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