Account Manager

Join Our Team as an Account Manager in Port Melbourne

Are you ready to elevate your career in the dynamic world of accounting? Look no further than One Ledger Accounting Firm. We're currently seeking a proactive and detail-oriented Account Manager to join our team.

About Us: One Ledger Accounting Firm is a leading provider of accounting services, with a strong focus on delivering excellence in financial management. While our expertise extends to insurance and finance, our primary focus is on providing exceptional accounting solutions. Our workplace culture emphasizes teamwork, continuous learning, and ethical conduct. We believe in supporting our employees' well-being through group fitness sessions, weekly team lunches, and regular team events.

About the Role: As an Account Manager, you will play a crucial role in managing client accounts and providing exceptional accounting services. Your responsibilities will include:

• Client Relationship Management: Building and maintaining strong relationships with clients.
• Portfolio Management: Overseeing the financial portfolios of assigned clients.
• Financial Planning: Assisting clients in developing comprehensive financial plans tailored to their needs.
• Account Onboarding and Offboarding: Managing the process of onboarding and offboarding client accounts.
• Compliance Oversight: Ensuring compliance with relevant accounting regulations and internal policies.
• Performance Reports: Generating and analyzing performance reports for clients.
• Financial Education: Providing clients with valuable insights and guidance on financial matters.
• Risk Management: Identifying and mitigating potential risks associated with client accounts.
• Team Collaboration: Collaborating with other team members to deliver seamless accounting services.
• Cross-selling and Upselling: Identifying opportunities to promote additional accounting services to clients.
• Continuous Learning: Staying updated on accounting principles, regulations, and best practices.
• Ethical Conduct: Upholding the highest standards of ethical conduct in all accounting activities.

About You:

• Previous experience in accounting, with a strong understanding of accounting principles and practices.
• Excellent communication and interpersonal skills.
• Proven track record of client relationship management and portfolio management.
• Familiarity with financial planning concepts and techniques.
• Knowledge of accounting compliance requirements and regulations.
• Ability to work effectively in a team environment.
• A commitment to continuous learning and professional development.
• Ethical and integrity-driven approach to accounting.

Benefits:

• Competitive salary ranging from $55,000 to $80,000, based on experience.
• Full-time position based in Port Melbourne.
• Hybrid working arrangement available after three months.
• Opportunities for career growth and advancement within the accounting field.
• Supportive and inclusive workplace culture.
• Group fitness sessions fortnightly.
• Weekly team lunches and regular team events.

If you're passionate about accounting and ready to contribute to our clients' financial success, we want to hear from you! Apply now with your resume and cover letter outlining why you're the perfect fit for the role.

One Ledger Accounting Firm is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.