SMSF Financial Services Expert

3 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000
Financial Services Specialist">

We help individuals and businesses achieve their financial goals by delivering high-quality advice and expertise. Our team is driven by a client-centric approach, focusing on building long-term relationships based on trust and respect.

As a Financial Services Specialist, you will be responsible for managing and maintaining accurate financial records for self-managed super funds (SMSFs). Your primary focus will be on ensuring timely and accurate financial reporting, which involves entering and allocating accounting transactions. You will also be required to undertake various tasks to ensure the integrity and accuracy of our clients' financial information.

Our company values diversity and inclusion in the workplace. We believe that everyone should feel comfortable being their authentic selves and contribute to a culture where individuality is celebrated.

  • Enter and allocate accounting transactions for SMSFs
  • Undertake tasks to ensure accurate and timely financial reporting

Our services cover wealth management, funds management, corporate advisory, institutional sales and trading, and research. Our goal is to provide tailored solutions to meet the diverse needs of our clients.

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