Financial Accountant

Job Description

Title: Financial Accountant

Company Name: Private Advertiser

Vacancy: 2

Job Location: Melbourne, Eastern Suburbs

Employment Status: Full Time

Financial Accountant – Financial Planning firm – Sherpa Financial Group

  • Dynamic, growing financial advisory firm
  • Booming South Eastern suburb – close to train station and great cafes
  • Full time role, with a salary of $62,000 pa inclusive of super 
  • Minimum 2 years of experience professional working experience

This highly professional financial planning practice continues to record excellent growth. The firm is committed to integrity, technical astuteness, consistently fair business dealings and exceptional service delivery. You can play an integral role in its future success by providing detailed and accurate Financial Accounting services, whilst working in with the advisory team. You will also play a major role in ensuring that all client Accounting matters are handled in a manner consistent with the standards of the firm. 

The Role

In this important position, you will be responsible for: 

Accounting Duties – prepare, analyse and evaluate financial statements such as balance sheets, P&L, Income activity and cash flow statements for financial planning and advisory services purposes. Work under the guidance of a Senior Accountant; in preparation of financial statements for family trusts, companies, individuals, and Self-Managed Super Fund (SMSF) income tax returns for clients. Support the Advice Delivery team in assimilating and analysing, Client Investment Reviews and Portfolio Monitoring Reports. 

Client relationships – set and monitor the adherence to customer service standards, to achieve ongoing improvement in overall business efficiency, so as to aid in new client acquisition. To ensure effective and timely delivery of services to existing clients and prospective clients. To further ensure effective resolution of existing clients and prospective clients Accounting and tax matters. To also ensure effective communication within the business (and their referral partner’s), and the development of strong client relationships. 

The Person -

 You: 

  • Have gained some experience working with or in a financial planning office;
  • Degree in Accounting and Financial Planning;
  • Minimum 2 years of professional working experience in a similar role;
  • Excellent written and verbal communication skills;
  • Committed to providing exceptional service to our clients;
  • Possess excellent attention to detail, and very good computer skills;
  • Are pro-active by nature, with strong initiative and an ability to work independently;
  • Are a clear and concise verbal and written communicator
  • Problem analysis and problem-solving skills;
  • Are mature, professional and a good team member.

Next step:

Apply through the link.  Short listed candidates will be contacted for interview.

Similar Jobs

More Jobs

Senior Accountant

View

Management Accountant

View

Manager, IFS Finance

View

Finance Business Partner

View

Financial Accountant

View

Payroll Officer

View

Payroll Officer

View

Assistant Accountant - Part Time

View

Senior bookkeeper Event Company

View

Senior Accountant

View

Procurement Manager

View

APS3 Tech One Finance Officer - 6 months Contract

View

APS6 Management Accountant - 6 Months Contract, Potential for Permanency

View

Manager NFS DDX

View

Intermediate Accountant

View

Senior Accountant | International Tax & Accounting Focus

View

Accounts Payable Officer

View

ACCOUNTANT

View

Accounts Payable Officer

View

Financial Accounting Manager

View

Business Services Manager

View

Financial Accountant

View

Accounts Assistant

View

Treasury Accountant - Wealth Management Derivatives

View

Financial Operations Manager

View

Senior Auditor

View

Senior Accountant - Supervisor/Manager

View

EOI | Tax Advisory | Consultant to Associate

View

EOI | Tax Advisory | Consultant to Associate

View

Xero Bookkeeper

View

EOI | Tax Advisory | Consultant to Associate

View

EOI | Tax Advisory | Consultant to Associate

View

EOI | Tax Advisory | Consultant to Associate

View

EOI | Tax Advisory | Consultant to Associate

View

JUNIOR ACCOUNTS CLERK (2 - 3 Days Permanent Part Time)

View

EOI | Tax Advisory | Consultant to Associate

View

Financial Accountant

View

Financial Analyst - Melbourne Audit

View

Receptionist /Accounts Clerk

View

Test Job - Do Not Apply - Dirt Farmer - Do Not Apply - Test Job

View