Graduate Investment Accountant and Financial Services Officer
vor 1 Woche
Graduate Investment Accountant and Financial Services Officer 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. 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. #J-18808-Ljbffr
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West Perth, Österreich AustAsia Group VollzeitPosition 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...
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Graduate Investment Accountant
vor 1 Woche
Perth, Österreich AustAsia Group VollzeitA leading financial services firm based in Perth is looking for a Full-Time Graduate Investment Accountant. This role supports the Wealth Management and Protection team, focusing on updating investment transactions and maintaining client records. Ideal candidates should have a Bachelor's in Commerce or Financial Planning and possess strong communication and...
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Graduate Investment Accountant
vor 1 Woche
Perth, Österreich swaggie VollzeitA reputable financial firm in Perth is seeking a Full-Time Graduate Investment Accountant to support the Wealth Management team. The role involves updating investment transactions, maintaining records, and ensuring client satisfaction. Ideal candidates will possess a Bachelor of Commerce or similar, and exhibit excellent communication and organisational...
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Intermediate Investment Accountant
vor 1 Woche
Perth, Österreich swaggie VollzeitWe are seeking a highly motivated Full-Time Intermediate Investment Accountant to join our Wealth Management and Protection team based at our head office in the West Perth office. The Intermediate Investment Accountant’s primary responsibility will be to manage the day-to-day administration and operational needs of our Wealth Management and Protection...
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Intermediate Investment Accountant
Vor 5 Tagen
Perth, Österreich Swaggie VollzeitWe are seeking a highly motivated Full-Time Intermediate Investment Accountant to join our Wealth Management and Protection team based at our head office in the West Perth office. The Intermediate Investment Accountant's primary responsibility will be to manage the day-to-day administration and operational needs of our Wealth Management and Protection Team,...
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Intermediate Investment Accountant
vor 24 Stunden
West Perth, Österreich AustAsia Group VollzeitPosition Summary: We are seeking a highly motivated Full-Time Intermediate Investment Accountant to join our Wealth Management and Protection team based at our head office in the West Perth office. The Intermediate Investment Accountant's primary responsibility will be to manage the day-to-day administration and operational needs of our Wealth Management and...
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Accountant (Graduate Accountant)
Vor 7 Tagen
Perth, Österreich Somerville Advisory Group VollzeitSomerville Advisory Group is seeking a driven and enthusiastic Graduate Accountant to join our dynamic team in West Perth, WA. This is a full-time opportunity for a dedicated professional to kickstart their career in tax and business accounting. As a Graduate Accountant, you will play a key role in supporting our clients with a broad range of taxation,...
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Perth, Österreich swaggie VollzeitA financial services firm in Perth is seeking a motivated Intermediate Investment Accountant for its Wealth Management team. Responsibilities include managing day-to-day operations, supporting advisors, conducting investment research, and preparing client documentation. The ideal candidate has a Bachelor’s degree in a related field, 3+ years of experience,...
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Wealth Investment Accountant — Growth
Vor 5 Tagen
Perth, Österreich Swaggie VollzeitA well-respected financial firm in Perth is seeking a Full-Time Intermediate Investment Accountant. The role involves managing daily operations of the Wealth Management team, conducting investment research, and ensuring compliance with regulations. Candidates should possess a Bachelor's degree and have at least 3 years of experience in financial planning....
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Wealth Management Investment Accountant Lead
Vor 5 Tagen
Perth, Österreich Austasia Group VollzeitA financial advisory firm in Perth is seeking a Full-Time Intermediate Investment Accountant to oversee the Wealth Management and Protection team. Responsibilities include managing daily operations, building client relationships, and ensuring compliance with regulations. The ideal candidate will hold a Bachelor's degree and have at least 3 years of...
