Client Accounting Specialist

Hewison Private Wealth Pty; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Salary continuance insurance

Monthly massages

Gym subsidies

Corporate volunteering opportunities

Leave options

Job summary

Hewison Private Wealth Pty in Melbourne is seeking an experienced Client Accounting Specialist to join our Operations team. You will oversee the accounting administration processes that underpin our financial planning services and ensure client records are accurate and compliant.

You will manage accounting systems, feeds and transaction rules, balance client portfolios at year end, process corporate actions and pension establishments, and support SMSF compliance and TBAR reporting.

Qualifications

• A tertiary qualification in Accounting or similar is required.
• 2–3 years’ experience in accounting administration within financial services.
• Advanced experience with Class software is essential.
• Strong knowledge of accounting principles, corporate actions, superannuation, pension establishments and SMSF administration.
• Demonstrated experience managing accounting systems, including user access, feeds, transaction rules, data integrity and reconciliations.
• High attention to detail and strong organisational skills, with the ability to manage multiple priorities and meet deadlines.
• Excellent written, verbal and interpersonal communication skills.
• Experience leading or contributing to process improvement or system enhancement projects is highly regarded.

Responsibilities

• Oversee the accounting administration processes that underpin our financial planning services.
• Manage accounting systems, feeds and transaction rules; balance client portfolios at financial year end.
• Process corporate actions and pension establishments; support SMSF compliance and TBAR reporting.
• Liaise with external accountants and auditors; help continually improve our processes and systems.

Skills

Attention to detail

Organisation skills

Communication skills

Process improvement experience

SMSF administration knowledge

Education

Tertiary qualification in Accounting or similar

Tools

Class software

Job description

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking an experienced Client Accounting Specialist to join our Operations team.

In this role, you will oversee the accounting administration processes that underpin our financial planning services. From managing our accounting systems, feeds and transaction rules, to balancing client portfolios at financial year end, processing corporate actions and pension establishments, and supporting SMSF compliance and TBAR reporting, your work will ensure our clients’ records are accurate, compliant and up to date. You will also liaise with external accountants and auditors, and help us continually improve our processes and systems.

This role is suited to someone who is highly organised, takes pride in getting the detail right and enjoys working in a collaborative, fast-paced environment. If you have strong Class experience and are looking to bring your expertise to a values-led firm, we want to hear from you.

Position Requirements:

To be successful in this position, you will need:

• A tertiary qualification in Accounting or similar;
• 2–3 years’ experience in accounting administration within a financial planning, wealth management or broader financial services environment;
• Advanced experience with Class software is essential;
• Strong knowledge of accounting principles, corporate actions, superannuation, pension establishments and SMSF administration;
• Demonstrated experience managing accounting systems, including user access, feeds, transaction rules, data integrity and reconciliations;
• High attention to detail and strong organisational skills, with the ability to manage multiple priorities and meet deadlines;
• Excellent written, verbal and interpersonal communication skills;
• Experience leading or contributing to process improvement or system enhancement projects is highly regarded.

What is in it for you:

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
• Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.