Company

Ord Minnett Holdings P/LSee more

addressAddressSydney, NSW
type Form of workFull time
CategoryAccounting & Finance

Job description

Your Opportunity
We currently have an excellent opportunity for an Assistant Accountant to join our highly regarded Finance team based in the Sydney Head Office on a full-time, permanent basis. Reporting to the Finance Manager in a close-knit environment, primary responsibilities include but are not limited to:

Commissions:

  • Management of Adviser Commission System
  • Reconciliation of monthly commissions
  • Preparation and timely publishing of adviser commission statements
  • Control of Corporate Authorised Representative arrangements
  • Preparation and publishing of Corporate Authorised Representative statements 
  • Point of contact for any commission queries from advisers

Adviser Contracts:

  • Maintain schedule of adviser prepayments and capital commitments
  • Monthly review of “Special Deals” control document
  • Monthly review of “Corporate Authorised Representative” control document

About You:

  • Accounting or Finance related degree (CPA or CA qualified advantageous)
  • Experience in an accounting department/corporate environment advantageous
  • Intermediate Excel skills
  • Strong communication skills (both written and verbal)
  • Strong organisational skills - time and task management
  • Sound attention to detail
  • A demonstrated ability to work towards deadlines in a fast-paced environment

About Ord Minnett (Ords)
Leading wealth management group providing advice and tailored investment solutions including full-service stockbroking, financial planning, funds management and portfolio services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

In June 2019, a consortium of Australian private investors and Ord Minnett employees led by Ord Minnett’s Executive Chairman Karl Morris agreed to acquire 100% of Ord Minnett from its shareholders, IOOF and J.P. Morgan. Following the successful completion of the acquisition in September 2019 and November 2020 of E.L. & C. Baillieu.

Refer code: 1713764. Ord Minnett Holdings P/L - The previous day - 2024-03-08 23:12

Ord Minnett Holdings P/L

Sydney, NSW
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