Description

The Company

• Join a well-established wealth management business located in Sydney CBD, supporting a high-performing team dedicated to delivering exceptional financial services to a broad client base.
• The business offers a professional, collaborative environment where accuracy, service, and strong stakeholder relationships are highly valued.
• You'll be part of a company that combines financial expertise with a client-first mindset and values people who are proactive, dependable, and team-oriented.

The Role

• We're looking for an Accounts / Finance Officer to support the day-to-day finance operations of the business.
• You'll manage accounts payable and receivable processes, including invoice processing, reconciliations, and payment follow-up.
• Prepare bank, client, and general ledger reconciliations and assist with month-end reporting requirements.
• Maintain accurate financial records and support the processing of journals, accruals, and other routine accounting tasks.
• Assist with cash flow monitoring, expense management, and financial administration across the business.
• Liaise with internal stakeholders, external providers, and advisers to ensure finance matters are handled efficiently and professionally.
• Support compliance, reporting, and process improvement initiatives within the finance function.
• Contribute to a smooth-running, detail-focused finance team in a fast-paced professional services environment.

About You

• Previous experience in an accounts, finance officer, assistant accountant, or similar finance support role.
• Exposure to financial services, wealth management, professional services, or a regulated environment will be highly regarded.
• Strong understanding of core accounting processes, including reconciliations, payables, receivables, and month-end support.
• High attention to detail, strong organisational skills, and the ability to manage competing priorities.
• Confident communicator who can build effective working relationships across the business.
• Comfortable using finance systems and Excel in a busy, deadline-driven environment.
• A proactive, hands-on approach and willingness to take ownership of your work.
• Relevant accounting qualifications or current studies will be viewed favourably.

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