About the role

Reporting to the Senior Management Accountant, the Assistant Accountant supports the Perpetual Wealth Management Finance team in delivering accurate, timely and well‑controlled financial outcomes, primarily for the Fordham business. The role contributes to month‑end reporting, reconciliations, trust accounting and finance systems administration, while supporting the ongoing improvement of finance processes, systems and controls.

Responsibilities

- Prepare general ledger and balance sheet reconciliations, including daily and monthly bank reconciliations.
- Deliver month‑end financial accounting and reporting processes.
- Support the preparation of management reports and act as a key contact for Accounts Payable and invoice coding queries.
- Administration of trust accounts in accordance with APES310 requirements, including disbursements and operational accounting activities.
- Contribute to process improvement initiatives that enhance the effectiveness and control environment of the finance function.

Qualifications

- A degree in Accounting, Finance or a related discipline.
- CA or CPA qualified, currently undertaking studies, or committed to commencing a professional qualification.
- Approximately 2years of experience in a similar accounting role,



ideally within a qualified services environment (experience in other industries will also be considered).
- Experience using finance systems such as Xero, APS, TM1 or similar platforms.
- Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.
- Strong communication and stakeholder management skills.
- Demonstrated ability to work autonomously, manage competing priorities and meet deadlines.
- A continuous improvement mindset with strong analytical and problem‑solving skills.

Benefits

- Flexible hybrid office and work‑from‑home environment.
- Work from anywhere in Australia for up to one month each year.
- Up to 6 weeks of annual leave.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Study support and commitment to supporting professional development.
- Inclusive workplace that celebrates diversity and provides an environment where you can thrive.

How we work

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact, which drive our approach to day‑to‑day interactions with colleagues and clients, the way we approach decision‑making, the questions we ask and the problems we solve.

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📌 Assistant Accountant (Melbourne)
🏢 Perpetual
📍 Melbourne