We're seeking a proactive and detail-oriented Accountant / Office Manager to manage the day-to-day responsibilities of our Financial Planning business as well as manage our office functions.
Based in Norwest, this full-time role is ideal for someone who thrives in a busy environment, is a stickler for compliance and process improvements and enjoys combining financial oversight with operational coordination.
Key Responsibilities:
Finance Duties:
Monitor company cash flow and oversee daily financial operations
Oversee fee income processing and advisor payments
Prepare and process weekly payroll and quarterly superannuation
Reconcile intercompany loan accounts
Prepare and lodge Activity Statements
Update and maintain the share trading register
Establish, manage, and report on business budgets and forecasts
Ensure timely and accurate ASIC industry funding lodgements
Provide SMSF administration support
Compliance & Licensing:
Ensure the dealership complies with Licence Conditions and guidelines set by ASIC
Liaise with compliance specialists to support regulatory obligations
Maintain accurate and up-to-date licensee registers
Monitor La Vista for latest Licensee compliance updates
Maintain the company Breach Register
Assess and develop risk strategy for the company
Work closely with Paraplanner
Office Management Duties:
Onboard new staff: issue contracts, coordinate inductions, and system access
Manage IT setup for new employees (email, devices, software access)
Manage office supplies, facilities, and administrative support functions
Coordinate internal meetings, training sessions, and communications
To be considered for this role, the following skills and experience are required:
Experience within a Financial Planning firm desirable
Proven ability to manage a small office
Flexible and proactive - we don't need a jobs worth person
Conscientious, someone who goes above and beyond
Problem solving ability
Be a great support person - have the confidence to speak up and offer suggestions
Some financial or bookkeeping experience
If this role sounds like the role for you, please apply today