Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
We are seeking a recent accounting graduate with a strong interest in financial services and wealth management to build technical expertise in self-managed super funds (SMSF). This role offers hands-on client exposure and a supportive team environment focused on your growth.
Responsibilities
- Entering and allocating accounting transactions for self-managed super funds (SMSFs)
- Undertaking bank and investment reconciliations
- Interacting with clients over email and the phone
- Preparing financial statements and tax returns for SMSFs
- Working on rollovers, contributions, pensions and lump sums for funds
- Liaising with third parties such as the Australian Tax Office and financial institutions
- Accurate record keeping, processing and system management
- Supporting our network of financial and investment advisers
Requirements
- A relevant Bachelors’ degree (Commerce or similar) with a major in Accounting
- Excellent verbal and written communications skills
- Strong attention to detail
- A willingness to learn
- Ability to manage competing priorities
- Self-driven approach
Skills
- Accounting
- Financial Services
- Wealth Management
- Self-Managed Super Funds (SMSF)
- Client Interaction
- Record Keeping
- System Management
Location
- Australia
Work Type
- Full-time
Experience Level
- Graduate
Education Level
- Bachelors’ degree in Commerce or similar with a major in Accounting
Benefits
- Paid leave
- Study support towards CA / CPA qualifications
- Daily breakfast options
- Purchased annual leave
- Discounted services
About the Company
- E&P Financial Group (E&P) is a diversified financial services business servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research.
- We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
- Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
- We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you.
- Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect.
- Working with us means you get to learn from and collaborate with some of the best in the business.
Equal Opportunity
- We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
- We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.