Expressions of Interest - Financial Advisor, Accountant, Senior Accountant

About the company  

Our client is a reputable firm dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships, we provide tailored strategies and solutions that align with our clients' needs. Our team values professionalism, compliance, and delivering an excellent client experience. As a member of our team, you will have the opportunity to work in a supportive environment that fosters personal growth and career development.  

We are currently inviting Expressions of Interest for the following roles:  

1. Financial Advisor 

Responsibilities: 

• Provide financial planning and investment advice to clients. 
• Develop and implement tailored financial strategies. 
• Monitor and review client portfolios. 
• Stay updated with financial market trends and regulatory changes. 

Qualifications: 

• Bachelor's degree in Finance, Economics, or related field. 
• Certified Financial Planner (CFP) designation preferred. 
• Proven experience in Financial Advisory roles. 
• Strong analytical and interpersonal skills. 

1. Accountant

Responsibilities: 

• Manage daily accounting operations. 
• Prepare and review financial statements and reports. 
• Ensure compliance with accounting standards and regulations. 
• Assist in budget preparation and financial planning.   

Qualifications: 

• Bachelor's degree in Accounting or related field. 
• CPA or equivalent certification preferred. 
• Experience in accounting roles. 
• Proficiency in accounting software and MS Excel. 

1. Senior Accountant

Responsibilities: 

• Oversee and manage accounting functions. 
• Prepare and analyze financial reports. 
• Ensure accuracy and integrity of financial data. 
• Mentor and supervise junior accounting staff. 

Qualifications: 

• Bachelor's degree in Accounting or related field. 
• CPA or equivalent certification required. 
• Extensive experience in senior accounting roles. 
• Strong leadership and analytical skills. 

1. Bookkeeper

Responsibilities 

• Maintain accurate financial records. 
• Handle accounts payable and receivable. 
• Reconcile bank statements and manage ledgers. 
• Assist in the preparation of financial statements and reports. 

Qualifications: 

• Minimum of a high school diploma or equivalent; Associate's degree in accounting, finance, or a related field preferred. 
• Proven experience as a bookkeeper or in a similar role. 
• Proficiency in accounting software such as QuickBooks, Xero, or Sage. 
• Strong attention to detail and accuracy. 

How to Apply 
All applications MUST be received via the GBS Recruitment website (www.gbsrecruitment.com.au), Job #875312 and include a covering letter outlining your experience. Visa holders will also be required to provide evidence of their Rights to Work in Australia to be considered for these positions.  Please note sponsorship is not available for these roles.  
For further information, please contact (03) 5174 2***.
Additional information

• Competitive salary and benefits package.
• Opportunities for professional development and advancement.
• Impactful work that makes a difference in clients' financial success.