About the company:

This premium financial advisory firm is Australia’s first and only business family specialist. They focus on building generational wealth and have done so over four generations. They fully understand what it’s like to spend your life around both kitchen and boardroom tables. Nobody knows more about business families than our client.

Benefits

• Team Birthday Celebrations
• Part-time Role
• Christmas & EOFY Parties
• Discretionary Bonus based on performance
• Mid-year social gatherings
• Central Location easily accessible by Public Transport

About the role:

This is a diverse role with exposure to every facet of the business and personal finances. You will be assisting the accounting team with all aspects of your clients' portfolios, from daily cash flow to investments. You will take ownership of education, software implementation, filling and bookkeeping tasks.

In this role, you will not be just another number; You will be an integral part of the business. The ideal candidate will have a high level of discretion and professionalism.

Duties:

• Day-to-day financial operations, including accounts payable and accounts receivable
• Bank reconciliations across multiple bank accounts, credit cards and foreign currencies
• Inter-entity loan reconciliations
• Preparing and reconciling end of month basic financial accounts to ensure accuracy
• Completion of Investment and Banking Forms
• Email and Document management
• Diary and meeting management for the Family Office Team, including meeting setup

Skills & experience:

• 5+ Years in a Bookkeeping position
• Understanding of accounting principles
• Warm and friendly approach
• Experience dealing with High net wealth clients
• You should be happy to take ownership of your space and the role at hand
• Exceptional communication skills and attention to details

How to apply:

Click APPLY or email your resume to [email protected]. For a confidential conversation, please call Narule on 0415 137 953.