2 jobs found in Pakenham

Deliver professional and efficient customer service to a portfolio of accounts and to achieve strong revenue growth in EAIS’ core affinity segments...... EA Insurance Services  is a specialist provider of insurance and risk management services to Faith, Charity and Not for Profit organisations throughout Australia. We are a not for profit that exists to serve not for profits. We value: Honouring God, Caring, Acting Professionally and with Integrity, Forward Thinking and Teamwork. EAIS has 3 key objectives: • Provide exceptional service to churches, mission/aid organisations, schools and charities throughout Australia. • To encourage and resource Kingdom minded organisations to take more positive risks while being responsible and effective. • To run a professional service business that provides a fair and reasonable return to give back and have an impact within the community.   The Account Manager will be responsible for...

Deliver high-quality, goals-based advice across superannuation, retirement, investments, personal risk, and estate planning...... Saward Dawson is an established Melbourne accounting and advisory firm with a substantial, loyal client base built over decades. We’re growing our Wealth Advisory team and looking for an experienced adviser who wants to build a growing client base. You will enjoy a warm referral base from our internal departments, giving you a real and achievable path to building a meaningful client base from existing relationships of trust. Alongside this, you will develop and cultivate your own external referral networks, broadening the firm’s reach and establishing yourself in the wider professional community. What we offer The backing of an experienced Paraplanning and Client Services team, so you focus on advice and relationships. A modern advice technology stack and a genuinely collaborative, multi-disciplinary culture....