Graduate Investment Accountant and Financial Services Officer

1 day ago

Perth, Western Australia AustAsia Group Ltd Full time $60,000 - $90,000 per year

Position Summary:

We are seeking a highly motivated Full-Time Graduate Investment Accountant to join our Wealth Management and Protection team based at our head office in the West Perth office. The Graduate Investment Accountant's primary responsibility will be supporting the Manager in the timely and accurate completion of daily tasks and is crucial in ensuring our clients' investments expectations and deadlines are

met.

Position Responsibilities:

  • Updating share investment transactions on a regular basis;
  • Maintaining clients' superannuation and insurance records;
  • Drafting of Statements of Advice;
  • Preparation of standard correspondence (letters and emails);
  • Receiving inbound and attending to outbound telephone calls with clients and third parties;
  • Clarifying and resolving client queries and promoting customer satisfaction at every opportunity; and
  • Assisting with other administration matters and general duties as requested.

As the successful Graduate Accountant you will have:

ESSENTIAL:

  • Bachelor of Commerce or Financial Planning Qualifications are preferred as this role offers excellent growth prospects within our Wealth Management and Protection.
  • A keen interest in Financial Planning.
  • The desire and ability to work in a fast-paced team environment;
  • Excellent communication and interpersonal skills.
  • Strong administrative and organisational skills;
  • Well developed verbal and written communication skills;
  • Ability to complete tasks within required timeframes to meet AAG, client and regulatory deadlines.
  • High attention to detail and the ability to multi-task;
  • Results-driven and team-oriented.
  • Logical thinking, problem-solving skills and sound mathematical skills.
  • Ability to complete self-directed tasks when necessary.
  • Proficient in the use of our non-accounting systems such as Microsoft Office Suite (Excel, Word), Apple Mail and Daylite.
  • Trustworthy, honest and confidential at all times.
  • Unrestricted working rights in Australia.

WHAT WE OFFER YOU:

  • A supportive and collaborative team culture where your professional growth is genuinely valued.
  • Direct mentorship from senior advisers and accountants across wealth management, superannuation, and financial planning.
  • Structured career progression pathways with clear performance goals and professional development support.
  • Ongoing training and CPD opportunities.
  • Exposure to a diverse client base offering rich, hands-on experience in wealth strategy and investment management.
  • Competitive salary package, with annual reviews and performance-based incentives.
  • Access to the AustAsia Group Employee Assistance Program (EAP) to support your wellbeing.
  • A Perth based, well-respected firm with over 45 years of trusted financial, accounting, and advisory experience.
  • A culture that embraces innovation — including the safe use of AI tools — to enhance client service and staff efficiency.

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