Assistant Accountant

Perpetual Limited; City of Melbourne; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible hybrid

Work from anywhere in Australia 1 mo/y

Up to 6 weeks annual leave

Wellbeing and study support

Job summary

Perpetual Limited is seeking an Assistant Accountant to support the Wealth Management Finance team in Melbourne. You will help with month‑end reporting, reconciliations and trust accounting for the Fordham business, while driving process improvements and ensuring strong controls.

You will work with a supportive team, have exposure to AP and vendor inquiries, and contribute to the accuracy and timeliness of financial outcomes in a flexible hybrid environment.

Qualifications

• Degree in Accounting, Finance or related discipline.
• CA or CPA qualified, or studying, or committed to starting a professional qualification.
• Approximately 2 years of experience in a similar accounting role, ideally in a professional services environment.
• Experience using finance systems such as Xero, APS, TM1 or similar platforms.
• Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.
• Strong communication and stakeholder management skills.
• Demonstrated ability to work autonomously, manage priorities and meet deadlines.
• A continuous improvement mindset with strong analytical and problem‑solving skills.

Responsibilities

• Prepare general ledger and balance sheet reconciliations, including daily and monthly bank reconciliations.
• Deliver month‑end financial accounting and reporting processes.
• Support the preparation of management reports and act as a key contact for Accounts Payable and invoice coding queries.
• Administration of trust accounts in accordance with APES310 requirements, including disbursements and operational accounting activities.
• Contribute to process improvement initiatives that enhance the effectiveness and control environment of the finance function.

Skills

Accounting degree

CA/CPA qualified

2 years experience

Xero APS TM1

Excel expert

Communication skills

Autonomous work

Process improvement

Education

Accounting or Finance degree

CA/CPA qualification or in progress

Tools

Xero

APS

TM1

Job description

About the role

Reporting to the Senior Management Accountant, the Assistant Accountant supports the Perpetual Wealth Management Finance team in delivering accurate, timely and well‑controlled financial outcomes, primarily for the Fordham business. The role contributes to month‑end reporting, reconciliations, trust accounting and finance systems administration, while supporting the ongoing improvement of finance processes, systems and controls.

Responsibilities

• Prepare general ledger and balance sheet reconciliations, including daily and monthly bank reconciliations.
• Deliver month‑end financial accounting and reporting processes.
• Support the preparation of management reports and act as a key contact for Accounts Payable and invoice coding queries.
• Administration of trust accounts in accordance with APES310 requirements, including disbursements and operational accounting activities.
• Contribute to process improvement initiatives that enhance the effectiveness and control environment of the finance function.

Qualifications

• A degree in Accounting, Finance or a related discipline.
• CA or CPA qualified, currently undertaking studies, or committed to commencing a professional qualification.
• Approximately 2years of experience in a similar accounting role, ideally within a professional services environment (experience in other industries will also be considered).
• Experience using finance systems such as Xero, APS, TM1 or similar platforms.
• Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.
• Strong communication and stakeholder management skills.
• Demonstrated ability to work autonomously, manage competing priorities and meet deadlines.
• A continuous improvement mindset with strong analytical and problem‑solving skills.

Benefits

• Flexible hybrid office and work‑from‑home environment.
• Work from anywhere in Australia for up to one month each year.
• Up to 6 weeks of annual leave.
• An annual allowance to empower you to prioritise your personal wellbeing.
• Study support and commitment to supporting professional development.
• Inclusive workplace that celebrates diversity and provides an environment where you can thrive.

How we work

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact, which drive our approach to day‑to‑day interactions with colleagues and clients, the way we approach decision‑making, the questions we ask and the problems we solve.