Delivering bank reconciliations to internal and external stakeholders in a timely manner.
Ongoing review of bank reconciliation processes to ensure seamless service delivery.
Opening recent bank trust accounts for clients.
Complete and submit third party access forms to bank(s).
Ad hoc requests from the Financial Accountant as and when required.
Review and update processes and procedures with a view to improving the customer experience by identifying gaps and developing action plans to enhance customer service.
Provide back up support and assistance to the wider finance team.
All employees to be aware of who is a Platinum Client.
All Platinum services are to delivered d to a high standard within the agreed timeframe.
All matters concerning potential issues with Platinum service delivery are to be escalated to your Manager immediately.




All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal. Incidents and Complaints to be logged within 24 hours of detection.
All incidents and complaints to be investigated and closed out promptly upon being raised by staff members. Incidents and Complaints to be investigated (and CAMMS updated) within 72 hours of being raised and closed out within 1 week.

Knowledge & Experience
Robust excel skills are essential.
Experience within a finance role preferred or studying finance or recently finished.
Meeting deadlines - End of Month process.

📌 Bank Reconciliation Officer Sydney
🏢 BoardRoom Group
📍 Sydney