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We are a purpose-driven bank, owned by our customers
Bank First is a customer-owned bank that exists to serve the people who serve the education and health community. Our members put others first, so we put them first.
We have a clear strategic mandate to transform and grow the bank to do more for our members. At Bank First we are empowered to make bold moves to reimagine the way we serve our members.
So, what’s the role?
In this role you will be responsible for workflow management and implementing efficiencies with Financial Planning software within a compliant framework. The role will also be responsible for coaching and mentoring of Support Staff as well as assisting with the production of advice documents within Financial Planning.
Key responsibilities include:
This role is 3 days a week & based at the Hawthorn East office (Hybrid)
The desired, Degree/ Diploma qualified candidate, will need the following:
What we offer our Bank First people
To apply
If you are looking for purpose and an organisation that lives their values every day, we encourage you to apply – even if you don’t meet all the criteria.
We encourage applications from people of all ages, cultures, abilities, sexual orientation and gender identities. We strive to provide a recruitment experience that’s fair, inclusive and accessible.
NO Agencies required for this role and we encourage candidates to apply directly as Agency submissions will not be accepted.
This job is no longer accepting applications.
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