
Financial Services Professional
3 days ago
We are seeking a highly skilled Financial Services Professional to join our team. This role involves providing support to clients in meeting their financial goals, while minimizing direct contact.
Key responsibilities include:
- Utilizing client accounting software to extract reports and provide training on these tools.
- Preparing financial statements, income tax returns, and Business Activity Statements for various entities and industries.
- Staying up-to-date with tax law changes and interpreting them for clients.
- Maintaining accurate records of client history and trust details.
To be successful in this role, you will need:
- A Bachelor of Commerce or similar relevant qualification.
- Minimum 2 years' experience in a similar role.
- Proficiency in Microsoft Office applications, particularly Excel.
- Ability to adapt quickly to new software and systems.
- Demonstrated energy and drive, with a positive attitude and strong interpersonal skills.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to excellence and strives to deliver exceptional results.
In return for your hard work and dedication, we offer:
- A competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- The chance to work with a talented and experienced team.
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