Intermediate Investment Accountant

Job description

Position Summary: We are seeking a highly motivated Full-Time Intermediate Investment Accountant to join our Wealth Management and Protection team based at our head office in the West Perth office. The Intermediate Investment Accountant’s primary responsibility will be to manage the day-to-day administration and operational needs of our Wealth Management and Protection Team, including tasks such as investment research, reviewing portfolios to ensure that asset allocations and portfolio designs align with clients’ needs and risk preferences, implementing investment changes, preparing supporting advice and compliance documents, implementing advice recommendations including management of applications for superannuation, pension accounts and insurance and, preparing documentation for advice, client reviews and general administration. Position Responsibilities: - Leading and supporting our tight-knit team, managing the workload and workflow, delegating the work and ensuring it’s completed accurately and on time; - Working closely with our Advisors and our Client Care Team who maintain the day to day client relationships; - Communicating with a variety of internal and external stakeholde...