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Reposted YesterdaySaved
In-Office
Sydney, New South Wales, AUS
Mid level
Mid level
Fintech • Payments • Financial Services
Support portfolio managers by analysing corporate issuers, producing credit reviews and briefs, updating credit opinions, attending issuer meetings, and informing portfolio decisions through financial statement and ratings analysis.
Top Skills: ExcelFinancial Databases
Reposted YesterdaySaved
In-Office
Sydney, New South Wales, AUS
Mid level
Mid level
Fintech • Payments • Financial Services
Partner with senior leaders in Asset Management to design and deliver end-to-end HR solutions across the employee lifecycle. Provide coaching on performance, engagement and employee relations; support talent, succession, remuneration and development; lead people programs, contribute to firmwide P&C initiatives, mentor junior team members, and build stakeholder relationships.
2 Days AgoSaved
In-Office
Perth, Western Australia, AUS
Junior
Junior
Fintech • Payments • Financial Services
Provide client-facing support for member benefits programs: respond to phone and email enquiries, apply Trust guidelines, process and reconcile member payments in Xero, maintain records and registers, and deliver confidential, accurate customer service in line with established processes.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordXero
Reposted 3 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Payments • Financial Services
Lead a team to deliver structured, compliant onboarding for new advisers. Design tailored onboarding plans, coordinate training and collateral, resolve cross-functional bottlenecks, drive continuous improvement, and ensure advisers are operationally ready from day one in a complex wealth management environment.
Top Skills: Ai Tools
4 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Junior
Junior
Fintech • Payments • Financial Services
Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.
Top Skills: Artificial Intelligence ToolsSalesforceXplan
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Reposted 7 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.
Top Skills: Xplan
9 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead end-to-end management of a portfolio of wealth-management applications: define strategy, prioritise demand, manage releases and vendors, oversee service management (incident/problem/change), drive platform optimisation, cost control, and business process improvements while partnering with senior stakeholders to deliver technology-led transformation.
Top Skills: AgileAIDevOpsIntelligent AutomationItilMicrosoft CopilotSaaS
10 Days AgoSaved
In-Office
Melbourne, Victoria, AUS
Junior
Junior
Fintech • Payments • Financial Services
Support month-end accounting and reporting, prepare general ledger and balance sheet reconciliations, administer trust accounts to APES 310 standards, assist management reporting, handle accounts payable queries, and contribute to finance process, systems and control improvements.
Top Skills: ApsExcelMS OfficeTm1Xero
Reposted 10 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Junior
Junior
Fintech • Payments • Financial Services
The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.
Top Skills: Xplan
Reposted 10 Days AgoSaved
In-Office
Philadelphia, PA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.
Top Skills: ExcelMicrosoft Office Suite (WordPowerpoint)
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