Graduate Investment Accountant and Financial Services Officer

Position Summary:

We are seeking a highly motivated Graduate Investment Accountant and Financial Services Officer to join our Wealth Management and Protection team, based at our West Perth head office. Reporting to the Team Leader and Manager, you will support the team in the timely and accurate completion of daily tasks and play a key role in meeting our clients’ investment expectations and deadlines. This role offers excellent growth prospects within our Wealth Management and Protection team.

Position Responsibilities:

• Updating share investment transactions on a regular basis.
• Maintaining clients’ superannuation and insurance records.
• Drafting Statements of Advice.
• Bookkeeping and data entry in BGL, including setting up SMSFs.
• Preparing model portfolios, life insurance quotes and superannuation and insurance summaries.
• Submitting superannuation and insurance applications, rollovers and authority forms.
• Processing buy and sell transactions through platforms such as Macquarie, Asgard and Colonial First State.
• Supporting compliance file reviews (SOAs and ROAs).
• Maintaining accurate client records in Daylite, XPlan and related systems.
• Preparing standard correspondence (letters and emails).
• Receiving inbound and making outbound telephone calls with clients and third parties.
• Clarifying and resolving client queries and promoting customer satisfaction at every opportunity.
• Assisting with other administration matters and general duties as requested.

As the successful Graduate Investment Accountant and Financial Services Officer you will have:

ESSENTIAL:

• A Bachelor’s degree in Financial Planning, Commerce, Finance, Economics or a related field.
• A keen interest in financial planning.
• The desire and ability to work in a fast-paced team environment.
• Excellent verbal and written communication and interpersonal skills.
• Strong administrative and organisational skills.
• Ability to complete tasks within required timeframes to meet AAG, client and regulatory deadlines.
• High attention to detail and the ability to multi-task.
• Results-driven and team-oriented.
• Logical thinking, problem-solving skills and sound mathematical skills.
• Ability to complete self-directed tasks when necessary.
• Proficient in Microsoft Office Suite (Excel, Word), Apple Mail and Daylite, with exposure to or a willingness to learn BGL, XPlan and Agility.
• Trustworthy, honest and confidential at all times.
• Unrestricted working rights in Australia.

WHAT WE OFFER YOU:

• A supportive and collaborative team culture where your professional growth is genuinely valued.
• Direct mentorship from senior advisers and accountants across wealth management, superannuation, and financial planning.
• Structured career progression pathways with clear performance goals and professional development support.
• Ongoing training and CPD opportunities.
• Exposure to a diverse client base offering rich, hands-on experience in wealth strategy and investment management.
• Competitive salary package, with annual reviews and performance-based incentives.
• Access to the AustAsia Group Employee Assistance Program (EAP) to support your wellbeing.
• A Perth based, well-respected firm with over 47 years of trusted financial, accounting, and advisory experience.
• A culture that embraces innovation — including the safe use of AI tools — to enhance client service and staff efficiency.