Developing Investment Advisor at TD Wealth providing customized wealth advice for high - net - worth clients. Responsibilities include relationship building, strategizing financial solutions, and client management.
About the role
- Finance Operations Administrator supporting touring financial operations at Outback Spirit Tours. Ensuring accuracy and efficiency in financial workflows for unforgettable guest experiences.
Responsibilities
- Conduct permit costing reviews and ensure all required permits and expected costs are accurately updated.
- Maintain and update staff instruction manuals, verifying attraction times, costings, and payment methods.
- Update payment methods and rates for all attraction suppliers across Tour Manager and internal spreadsheets.
- Complete weekly invoice reconciliations and approvals.
- Act as a Coupa Super User, supporting the guest experience team with purchasing setup and guidance.
- Approve touring operational costs in Coupa and Microsoft NAV.
- Review and update tour costings quarterly by comparing past invoices with current rates to ensure accuracy.
- Liaise with external suppliers to collect outstanding invoices and maintain strong relationships.
- Conduct monthly, quarterly, and annual permit reconciliations for regions including the Kimberley and Arnhem Land.
- Manage end-of-month processes, including coding, journal uploads, corporate credit card reviews, and budget reconciliation.
- Support financial analysis by tracking costs related to all-inclusive beverages, tour disruptions, and other operational factors.
- Provide additional support to the Finance Business Partner and Senior Finance Manager as required.
Requirements
- Strong Microsoft Office skills - especially advanced in Excel.
- Familiarity with Coupa and Microsoft NAV (or the willingness to learn fast).
- Excellent attention to detail and confident problem-solving abilities.
- Previous experience in a similar role (preferred).
- Clear, confident communication skills and comfort working with internal teams and external suppliers.
- A collaborative mindset and a genuine interest in supporting operational success.
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
Investment Advisor for TD Wealth providing holistic discovery and planning to high - net worth clients. Build client relationships and develop comprehensive wealth management strategies with expert support.
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