Financial Assistant Accounting

3 weeks ago


Melbourne, Australia Engage Personnel Full time

Full-time, permanent opportunity
- Engaging role with a lot of variety
- Plenty of opportunity for development and career progression

**The Company**

Our client is an Accounting and Financial Planning firm based in the Melbourne CBD. They have a consultative approach and provide tailored advice to their clients across a diverse range of industries. They pride themselves on being hands-on and passionate with their clients.

**The Role**

They now have an opportunity for a dedicated Administrator to join their team. You would be responsible for providing support to a team of financial planners with opportunity to also help the accounting team.

This role is perfect for somebody who is forward-thinking and is eager for some variety in their next role.

**Your key responsibilities will include**:

- Assisting clients with queries they may have
- Scheduling meetings
- Drafting letters
- Scanning and electronic filing
- Preparing documents for any meetings
- Preparing and lodgement of client documents and forms
- Coordinating Statement of Advice documents
- Reception relief duties
- Processing client correspondence
- Following up action items
- Assisting the accounting team with general administration

**About You**
- Experience working in a financial services firm is essential for this position
- People skills, ability to build rapport with clients
- Positive attitude
- High attention to detail

**Benefits**
- Annual salary reviews
- Career progression opportunities
- Training and support provided
- Regular social events and team bonding

**How to Apply**
**Rebecca Borgonha **on
**(03) 9077 7491**.

**All communication will be strictly confidential.



  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join our Team as Financial Planning Assistant Looking for a role to kickstart your career? At Shadforth, we're offering a Financial Planning Assistant position that requires no prior experience. You'll handle task management, compliance, paperwork, client interactions, email responses, advisor support, calendar management, and more. Our experienced...


  • Melbourne, Australia Osborne Richardson Australia Full time

    **Salary**: $35-$40 per hour **Location**: VIC - Melbourne **Ref**: Financial Accts Asst **Description**: Public sector specialists Osborne Richardson are seeking a skilled and detail-oriented Financial Accounts Assistant to join the team of our Local Council partner situated in Melbourne's South Eastern suburbs, dedicated to serving the...


  • Melbourne, Australia Osborne Richardson Australia Full time

    **Salary**: $35-$40 per hour **Location**: VIC - Melbourne **Ref**: Financial Accts Asst **Description**: Public sector specialists Osborne Richardson are seeking a skilled and detail-oriented Financial Accounts Assistant to join the team of our Local Council partner situated in Melbourne's South Eastern suburbs, dedicated to serving the...


  • Melbourne, Victoria, Australia Osborne Richardson Australia Full time

    Salary:$35-$40 per hourLocation:VIC - MelbourneRef:Financial Accts AsstDescription:Public sector specialists Osborne Richardson are seeking a skilled and detail-oriented Financial Accounts Assistant to join the team of our Local Council partner situated in Melbourne's South Eastern suburbs, dedicated to serving the community.Contract Type: Initial 2-month...


  • Melbourne, Australia Michael Page Full time

    About Our Client Our client is part of Australia's largest fund manager and is an active manager of infrastructure assets in Australia. They directly manage a number of long term Public Private Partnership infrastructure asset businesses on behalf of investors and are going through a transformational period. This position is based in Melbourne's CBD. ...


  • Melbourne, Australia Insignia Financial Full time

    Financial Planning Assistant **The opportunity to join our team** **What you will bring** While you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards...


  • Melbourne, Australia Insignia Financial Full time

    Financial Planning Assistant **The opportunity to join our team** **What you will bring** While you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards...


  • Melbourne, Australia Insignia Financial Full time

    The opportunity to join our team Our Financial Planning Assistant role at Shadforth is a great learning point if this the direction that you’d like to take your career, no experience is required, and full training is provided. You’ll be responsible for task management, compliance requirements, preparing paperwork, interacting with clients, responding to...


  • Melbourne, Australia Insignia Financial Full time

    The opportunity to join our team Our Financial Planning Assistant role at Shadforth is a great learning point if this the direction that you’d like to take your career, no experience is required, and full training is provided. You’ll be responsible for task management, compliance requirements, preparing paperwork, interacting with clients, responding to...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Financial Planning AssistantThe opportunity to join our teamWhat you will bringWhile you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards their dream...

  • Financial Planner

    3 weeks ago


    Melbourne, Australia Insignia Financial Full time

    Financial Planner - Melbourne Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of...

  • Financial Accountant

    1 month ago


    Melbourne, Australia Randstad Australia Remote Work Freelance Full time

    Job Title: APS 6 Senior Financial AccountantLocation: Melbourne CBDContract Type: Labour Hire - 15 months (Hybrid 3/2)Rate: $65p/h + SuperJob Summary:We are seeking an experienced Senior Financial Accountant to join the financial operations and reporting requirements for a federal government organisation. The successful candidate will work closely with the...

  • Financial Accountant

    3 weeks ago


    Melbourne, Victoria, Australia Randstad Australia Full time

    Job Title: APS 6 Senior Financial AccountantLocation: Melbourne CBDContract Type: Labour Hire - 15 months (Hybrid 3/2)Rate: $65p/h + SuperJob Summary:We are seeking an experienced Senior Financial Accountant to join the financial operations and reporting requirements for a federal government organisation. The successful candidate will work closely with the...

  • Financial Accountant

    1 month ago


    Melbourne, Victoria, Australia Randstad Australia Full time

    Job Title: APS 6 Senior Financial AccountantLocation: Melbourne CBDContract Type: Labour Hire - 15 months (Hybrid 3/2)Rate: $65p/h + SuperJob Summary:We are seeking an experienced Senior Financial Accountant to join the financial operations and reporting requirements for a federal government organisation. The successful candidate will work closely with the...


  • Melbourne, Victoria, Australia Randstad Australia Full time

    Job Title: APS 6 Senior Financial AccountantLocation: Melbourne CBDContract Type: Labour Hire - 15 months (Hybrid 3/2)Rate: $65p/h + SuperJob Summary: We are looking for a seasoned Senior Financial Accountant to join the financial operations and reporting team of a federal government organization. The selected candidate will collaborate closely with the...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Full-time, permanent opportunity Engaging role with a lot of variety Plenty of opportunity for development and career progressionThe CompanyOur client is an Accounting and Financial Planning firm based in the Melbourne CBD. They have a consultative approach and provide tailored advice to their clients across a diverse range of industries. They pride...


  • Melbourne, Victoria, Australia Talent International Full time

    Role We are seeking a skilled Financial Accountant to manage our State Government clients accounting and financial operations. In this role, you will be responsible for producing financial results, managing the month-end close process, assisting with budgeting and investment decisions, and ensuring compliance with tax and statutory reporting obligations. The...


  • Melbourne, Victoria, Australia Randstad Full time

    Job Title: APS 6 Senior Financial AccountantLocation: Melbourne CBDContract Type: Labour Hire - 15 months (Hybrid 3/2)Rate: $65p/h + SuperJob Summary:We are seeking an experienced Senior Financial Accountant to join the financial operations and reporting requirements for a federal government organisation. The successful candidate will work closely with the...

  • Financial Accountant

    1 month ago


    Melbourne, Australia Talent International Full time

    Role We are seeking a skilled Financial Accountant to manage our State Government clients accounting and financial operations. In this role, you will be responsible for producing financial results, managing the month-end close process, assisting with budgeting and investment decisions, and ensuring compliance with tax and statutory reporting obligations. The...

  • Financial Accountant

    3 weeks ago


    Melbourne, Australia Talent International Full time

    Role We are seeking a skilled Financial Accountant to manage our State Government clients accounting and financial operations. In this role, you will be responsible for producing financial results, managing the month-end close process, assisting with budgeting and investment decisions, and ensuring compliance with tax and statutory reporting obligations. The...