Financial Services Specialist

2 days ago

Melbourne, Victoria, Australia beBeeAccountant Full time $60,000 - $80,000
Job Description

We are seeking a recent accounting graduate with a passion for the financial services industry to join our team. As a Financial Services Specialist, you will develop your career in a growing specialisation and work environment.

You will receive supported client interaction from the start to help you grow and develop.

A typical day may include:
  • Entering and allocating accounting transactions for self-managed super funds (SMSFs).
  • Undertaking bank and investment reconciliations.
  • Interacting with clients over email and phone.
  • Preparing financial statements and tax returns for SMSFs.
  • Working on rollovers, contributions, pensions, and lump sums for funds.
  • Liaising with third parties such as the Australian Tax Office and financial institutions.
  • Maintaining accurate records, processing, and system management.
  • Supporting our network of financial and investment advisers.

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