Senior Financial Advisor

7 days ago

Perth, Western Australia Mutual Trust Full time
About the Opportunity

As a Senior Financial Advisor, you will be responsible for providing expert financial guidance to Ultra High Net Worth clients. With 3 or more years of experience in professional services or private practice, you will have a strong understanding of accounting compliance and advisory services.

We are looking for a highly skilled and motivated individual who is passionate about delivering exceptional results and building meaningful relationships with influential clients. In this role, you will work closely with senior team members to develop your expertise and progress to client-facing responsibilities.

Key Responsibilities
  • Compliance and Advisory Services: Prepare compliance documents, including tax returns, financial statements, and activity statements.
  • Client Administration: Manage client documentation and liaise with third parties, including auditors, the ATO, and client advisers.
  • Financial Statement Preparation: Assist with preparing financial statements, including cash flow statements for Indigenous Trusts.
Requirements
  • A degree in Accounting, Business, or Commerce, with a willingness to commence CA/CPA studies.
  • Strong attention to detail and a passion for problem-solving.
  • Proficiency in MS Office, particularly Excel and Word.
  • Excellent communication skills, with the ability to liaise with clients and external bodies effectively.
About Us

Mutual Trust is a Multi-Family Office providing integrated wealth services to successful families, family businesses, Trusts, not-for-profits, and individuals. Our purpose is to help families achieve what matters most.

Benefits
  • A competitive salary ranging from $80,000 to $120,000 per annum, depending on experience.
  • An annual performance payment (based on performance and Firm-wide results).
  • Paid community/volunteer days and an award-winning staff giving program.
  • Reward and Recognition program.
  • Ongoing staff entertainment.

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