Total 4 financial planner job vacancies in Others category in Scoresby, Victoria

“Do things you

Our people love to work for us, here’s why!

• Officially B-Corp Certified, a Certified Great Place to Work 2024, 2023 and 2022 Best Workplaces winner!

• Competitive salary, free weekly lunches, awesome social events (including a social club – winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD.
• Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion.
• Learning and development including internal and external training programs to build your career skills.
• An inclusive and diverse workplace culture centered on health, wellbeing and fun.
• The ability to salary sacrifice for their very own BlueRock shares
• We have our very own BlueRock public holidays to give our people the day off, on us!

For more amazing perks of working at BlueRock and employee benefits – head to our careers page!

How to apply

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you! 

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to [email protected] or [email protected]

For this role, only candidates with the eligible right to work in Australia will be considered.

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. 

Even in 2024 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status. 

At CoinJar, we have provided cryptocurrency services to Australians for over a decade. Our operations necessitate that interactions including the handling of personal identifiable data, fund transfers, and account usage, comply with regulatory requirements. Adhering to anti-money laundering (AML) legislation by conducting customer onboarding and ongoing monitoring is an integral part of our business.

As Financial Crime Operations Officer, you will manage customer onboarding, address financial crime escalations, conduct ongoing monitoring and enhanced customer due diligence (ECDD), and take proactive measures to prevent fraud and safeguard CoinJar's customers.

This full-time role is on a 12-month contract with the potential to move to permanent, offering a hybrid work arrangement between our Melbourne CBD office and your home.

Responsibilities

• Review and conduct KYC and ECDD for individuals, companies, trusts and SMSF
• Review and action watchlist alerts
• Review and action alerts to detect and prevent suspicious activities in accordance with the AML legislation
• Assist with lodging suspicious matter reports to AUSTRAC
• Action Financial Crime related escalations from CoinJar Support and the wider CoinJar team
• Assist the Senior Manager of Financial Crime Operations as necessary

• Minimum of 1 year experience in a similar role
• An understanding of KYC and ECDD processes
• Strong analytical mindset
• A proactive approach to identifying and resolving issues
• Excellent written communication and interpersonal skills
• Ability to work in a team environment

• Flexible working conditions (hybrid, work from home)
• Training & development

At CoinJar, we have provided cryptocurrency services to Australians for over a decade. Our operations ensure that all interactions, including the handling of personally identifiable data, fund transfers, and account usage, comply with regulatory requirements. Adhering to anti-money laundering (AML) legislation by conducting efficient customer onboarding and ongoing monitoring is an integral part of our business.

As Financial Crime Operations Officer, you will manage customer onboarding, address financial crime escalations, conduct ongoing monitoring and enhanced customer due diligence (ECDD), and take proactive measures to prevent fraud and safeguard CoinJar's customers.

This is a part-time position (Mondays & Tuesdays), offering a hybrid work arrangement between our Melbourne CBD office and your home.

Responsibilities

• Review and conduct KYC and ECDD for individuals, companies, trusts, and SMSFs.
• Review and action watchlist alerts as and when required.
• Review and action alerts to detect and prevent suspicious activities in accordance with the AML legislation.
• Assist with lodging suspicious matter reports to AUSTRAC.
• Action Financial Crime related escalations from CoinJar Support and the wider CoinJar team.
• Assist the Senior Manager of Financial Crime Operations as necessary.

• An understanding of KYC and ECDD processes

• Strong analytical mindset
• A proactive approach to identifying and resolving issues
• Excellent written communication and interpersonal skills
• Attention to detail
• Ability to work in a team environment

• Flexible working conditions (hybrid, work from home)
• Training & development

Retinue Accounting was founded on the belief that small business accounting support should be customer service focused, proactive and forward-looking, and upfront about fees and charges. Our fixed fee subscription model ensures our clients have peace of mind that we’ll give them the right advice, at the right time, at the right price with no hidden additional costs. 
We're more than a business – we're a team driven by our values and actions. Adaptability, commitment, and humility fuel our client-centered approach. We honour our promises, promote transparency, and move swiftly with purpose. We embrace new challenges, and proactively raise issues with a solutions mindset, knowing it takes a team effort to build a successful business.

Due to our quickly expanding client base, we're looking for Senior Financial Accountants to join our expanding team. If you come from public practice, but are looking for a change that offers flexibility, travel and the ability to manage your own portfolio of clients, then this is the role for you!

Key Responsibilities

• Mentoring mid-level and junior staff through reviewing work, providing clear, concise and supportive feedback within a culture-focused environment
• Preparation and review of monthly management reports, budgets and cash flow forecasts for clients’ businesses
• Explaining the key insights from financial information and management reporting to small business owners, in a clear and simple manner
• Utilising Xero to build dashboards that deliver accurate and timely financial insights 
• Prioritising and handling multiple tasks and jobs effectively, while still maintaining high-quality work
• Being the focal point for all queries and advice from your clients, ensuring they get the support they need from our services
• Developing and maintaining positive relationships with your clients, working with them to achieve their business goals.
• Remaining current on industry trends, changes in regulations and best practices, and effectively communicating this information to clients in a clear and simple manner

Requirements

• Degree qualified with minimum 2-4 years’ experience in public practice
• CPA or CA qualified
• This role can require some travel to our clients businesses. A valid driver's license and access to a vehicle on weekdays is required
• Experience working with small business clients
• Proficiency in Xero and Xero Practice Manager
• Exceptional written and verbal communication skills
• Proven ability to manage a portfolio of clients and review the work of junior staff

Benefits

• $100,000-$120,000 + super (depending on experience) + company mobile + km allowance
• Financial support with any formal studies and industry licenses and registrations
• Yearly overseas holiday for our top performers across the business
• Regular social gatherings, conferences and ongoing engagement activities to support professional development and team building
• Employee and client referral programs, help us grow our business and be rewarded!
• Exceptional professional growth. We are growing quickly and are continually creating new opportunities across the business. This includes management and leadership opportunities, new roles to fit the needs of the business, lateral opportunities etc.

Our Commitment

At Retinue, we believe that diversity, equity, and inclusion are crucial to our success. We recognize that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply, regardless of race, ethnicity, gender, sexual orientation, age, religion, ability, or other differences.

Apply now to join our team and contribute to the success of Australian small business!