Financial Services Professional

3 days ago

Sydney, New South Wales, Australia Perpetual Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Professional to join our Perpetual Corporate Trust team.

Key Responsibilities:
  • Assist in the preparation of periodic management accounts and annual financial statements.
  • Calculate trust distributions and prepare distribution statements.
  • Perform account reconciliations and prepare journals.
  • Preparation of Business Activity Statements (BAS).
  • Assist with the audit of annual financial statements.
  • Assist with review of trust tax returns and Annual Investment Income reports.
  • Assist with preparation of budgets and liquidity forecasts.
  • Respond to accounting enquiries from internal and external stakeholders.
About You

To be successful in this role, you will have a university accounting degree and be studying towards becoming a qualified accountant (CA or CPA). You will also have 1-2 years of experience working in a chartered accounting firm. Knowledge of managed funds and securitisation is an advantage, as is auditing experience.

What We Offer

We offer a range of benefits to support your career development and well-being, including:

  • A competitive salary of $70,000 - $90,000 per annum.
  • The opportunity to work in a hybrid office/work-from-home environment.
  • Up to 6 weeks' leave per year.
  • Access to LinkedIn learning and study support.
  • Lend your expertise and support Indigenous organisations through a six weeks' secondment with Jawun.

  • Financial Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia Proactive Business Services Full time

    Financial Services ProfessionalWe are seeking a Financial Services Professional to join our team at Proactive Business Services. As a key member of our Public Accounting Practice, you will be responsible for providing high-quality accounting and financial services to our clients.Key Responsibilities:Develop and maintain cash flow budgetsPrepare management...

  • Financial Services Specialist

    6 days ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...

  • Financial Services Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RolePepper Financial Services Group is seeking a skilled Financial Services Specialist to join their team. This role will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust accounts...

  • Financial Services Accountant

    12 hours ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...

  • Financial Services Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAt Pepper Financial Services Group, we're seeking a skilled Trust Accountant to join our Finance department. As a key member of our team, you'll play a vital role in ensuring the accuracy and timeliness of accounting related to our Pepper Lending Systems.Key responsibilities include:Reconciling daily loans to bank transactions for various Warehouse &...

  • Financial Planning Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...

  • Financial Services Professional

    1 month ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Title: Wealth ManagerWealth Managers at Click and Connect Online Limited are responsible for providing expert financial advice to clients, helping them achieve their medium to long-term financial objectives.Key Responsibilities:Assess and advise clients on financial planning, investment, and wealth management strategiesDevelop and implement tailored...

  • Financial Services Professional

    5 days ago

    Sydney, New South Wales, Australia Ethos BeathChapman Full time

    About the RoleAs a senior financial professional, you will be part of the Group Financial & Regulatory Reporting team at a top 20 ASX listed diversified financial services group. Your key responsibilities will include:Collaborating closely with various business units to build strong working relationships and deliver value-driven insights.Preparing financial...

  • Financial Accountant

    4 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAs a key member of the Finance department at Pepper Financial Services Group, you will play a crucial role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems. This position will also support other accounting activities related to Special Purpose Vehicles, mainly related to funding and Trust...

  • Financial Accountant Specialist

    3 days ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group.Job DescriptionThe successful candidate will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will also support other accounting activities related to Special Purpose Vehicles,...

  • Financial Accountant

    1 month ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAs a key member of the Finance department at Pepper Financial Services Group, you will play a crucial role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems. This position will also support other accounting activities related to Special Purpose Vehicles, mainly related to funding and Trust expenses.About the...

  • Financial Accountant

    3 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAt Pepper Financial Services Group, we're seeking a skilled Financial Accountant to join our team. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Your responsibilities will include:Reconciliation of daily loans to bank transactions for various Warehouse...

  • Financial Services Professional

    4 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Job Title: Wealth ManagerWe are seeking a highly motivated and experienced Wealth Manager to join our team at Click and Connect Online Limited. As a Wealth Manager, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their long-term financial goals.About the Role:Assess and advise clients on medium...

  • Financial Services Professional

    4 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Wealth Management is a dynamic and innovative field that requires a unique blend of financial expertise and interpersonal skills. As a Wealth Manager at Click and Connect Online Limited, you will be responsible for providing personalized financial planning and investment advice to clients, helping them achieve their long-term financial goals.Our ideal...

  • Financial Reporting Specialist

    7 days ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Pepper Financial Services Group. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Key responsibilities will include:Reconciliation of daily loans to bank transactions for...

  • Financial Accounting Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RolePepper Financial Services Group is seeking a skilled Financial Accounting Specialist to join their team. In this role, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust...

  • Financial Services Professional

    4 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Role OverviewWe are seeking a highly motivated and experienced Wealth Management Specialist to join our dynamic team in Sydney, Australia. As a key member of our financial services team, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and...

  • Financial Services Professional

    2 months ago

    Sydney, New South Wales, Australia AIA Full time

    The OpportunityWe are seeking a highly skilled and motivated individual to join our Financial Services team in Sydney or Melbourne. As an Advice Associate, you will play a critical role in supporting our Financial Planners to provide exceptional customer experiences and comprehensive administrative support.Key Responsibilities:Liaise between financial...

  • Financial Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Role OverviewWe are seeking an exceptional Wealth Manager to join our team at Click and Connect Online Limited in Sydney. As a Wealth Manager, you will be responsible for assessing and advising clients on their medium to long-term financial objectives.About the RoleAs a Wealth Manager, you will work closely with clients to understand their financial goals...

  • DevSecOps Professional

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Job Title: DevSecOps ProfessionalWe are seeking a DevSecOps Professional to join our Cyber Security team at Insignia Financial. As we grow our cyber security initiatives to protect our valuable information assets and ensure compliance with regulatory requirements, this role will be key in embedding security throughout our development processes, with a major...