Undergraduate or Graduate Accountant & Administration Officer

Intralink Wealth Management Pty; Sydney; On-site; AUD 55,000 - 70,000; Full time

Job summary

Intralink Wealth Management invites recent graduates to join the internal accounting and reporting team in Sydney CBD NSW or North Sydney NSW. You will help keep client investment records accurate, complete and up to date, with hands-on training from experienced colleagues.

No degree gatekeeping; you may have a degree in any discipline and we will teach you. Expect exposure to investment portfolios, tax reporting, and administration across the reporting cycle, with opportunities to improve

Qualifications

• Recently completed or working towards a degree in any discipline. Business, finance, commerce, economics, maths and science welcome.
• Strong attention to detail and ability to manage several tasks at once.
• Comfort with numbers and Excel skills are a plus.

Responsibilities

• Process investment transactions and reconcile to brokers, investment records and source documents.
• Prepare and review annual taxation reports.
• Investigate discrepancies and liaise with stakeholders and clients.
• Follow up missing information with clients, providers and external accountants.
• Assist documents team with maintaining client investment records.
• Keep systems and records up to date, including Class and other platforms.
• Provide general administration across the reporting cycle, including BAS preparation and tax planning.
• Suggest improvements to systems, workflows and processes.

Skills

Attention to detail

Organised

Excel skills

Communication

Problem solving

Education

Degree in any discipline

Job description

Undergraduate or Graduate Accountant & Administration Officer

Intralink Wealth Management - Sydney CBD NSW

Start your career in a hands role where accuracy, organisation and problem solving matter more than your degree.

We’re looking for a recent graduate who likes getting things right, enjoys working through detail and wants to learn how investment portfolios are run behind the scenes.

You don’t need an accounting degree or a CA/CPA qualification but one will be helpful. If you’re organised, careful with numbers and enjoy figuring out why something doesn’t add up, we’ll teach you the rest.

Intralink Wealth Management

• North Sydney NSW (or Melbourne)
• Full time

Start your career in a hands role where accuracy, organisation and problem solving matter more than your degree.

We’re looking for a recent graduate who likes getting things right, enjoys working through detail and wants to learn how investment portfolios are run behind the scenes.

You don’t need an accounting degree or a CA/CPA qualification but one will be helpful. If you’re organised, careful with numbers and enjoy figuring out why something doesn’t add up, we’ll teach you the rest.

The role

You’ll join our internal accounting and reporting team and help keep client investment records accurate, complete and up to date.

You’ll be trained and supported by experienced team members, and you’ll work alongside our advisers, operations team and the external accountants who rely on our reporting.

Your day-to-day work will include:

• Processing investment transactions and reconciling to brokers, investment records and source documents;
• Preparing and reviewing annual taxation reports;
• Investigating discrepancies, liaising with various stakeholders and clients;
• Following up missing information with clients, providers and external accountants;
• Assisting the documents team with maintaining our clients investment records;
• Keeping our systems and records up to date, including Class and other platforms;
• Supporting the team with general administration across the reporting cycle, such as periodic reporting for BAS preparation, life events or tax planning;
• Suggesting improvements to our systems, workflows and other processes.

This isn’t a role where you just push paper. You’ll be trusted to spot problems, chase them down and help us build systems and controls to ensure we work, as a team, efficiently and productively.

About you

You’ll have recently completed or working towards completing a degree in any discipline. Business, finance, commerce, economics, maths and science are all welcome, but so is anything else if you have the right skills.

We’d love to hear from you if you:

• Have strong attention to detail and take pride in accurate work;
• Are well organised and can manage several tasks at once;
• Are comfortable working with numbers and spreadsheets (good Excel skills are a plus);
• Enjoy problem solving;
• Communicate clearly in writing and over the phone;
• Pick up new systems and processes quickly.

Experience in admin, data entry, customer service or any financial services setting, (including part-time work or internships), is a bonus but not essential.

Why join us?

• Structured on-the-job training in investment administration and reporting;
• Exposure to SMSFs and a wide range of investment portfolios;
• No timesheets or billable-hour targets;
• Direct contact with advisers, senior management and Partners;
• A small, friendly team where your work is noticed;
• Room to take on more responsibility as you grow.

Intralink Wealth Management is a privately owned wealth management and financial planning firm with offices in Melbourne and Sydney and a team of around 30 people.

If you’re a detail-minded team player who is looking for a practical, hands-on start to your career, we’d like to hear from you.