Job Description

FFO Business Services Pty Ltd – Mount Waverley VIC

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About Future Family Office

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Future Family Office was established over 10 years ago to support six highly successful entrepreneurs and executives who share a passion for backing outstanding businesses, investments, and people.

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Over time, our services have expanded beyond the founding partnership to support their broader family groups, with a strong focus on helping future generations become educated, engaged, and active participants in their family's financial affairs.

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Today, we provide strategic, financial, investment and administrative support across a diverse portfolio of family groups, entities, trusts, companies and self-managed superannuation funds.

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Our purpose is easy: to help families protect, grow and transition wealth across generations while preserving their legacy.

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This is an opportunity to join a close-knit and highly collaborative team where no two days are the same.

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The Opportunity

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We are seeking an experienced and highly organised Bookkeeper to join our growing team.

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Reporting to the CEO and Management Team, you will play a critical role in supporting the financial operations of multiple family groups and related entities.

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This position offers exposure well beyond traditional bookkeeping, including investment reporting, SMSFs, trusts, cashflow management, family office operations and management reporting.

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For the right candidate, this role provides an excellent opportunity to develop a long-term career within a sophisticated Family Office environment.

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Key Responsibilities

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Maintain accurate and up-to-date financial records, including bank reconciliations, general ledger maintenance, and investigation of reconciliation discrepancies.

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Manage accounts payable and accounts receivable functions, including journal processing and general ledger transactions.

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Prepare quarterly management reports, analyse financial performance, and highlight unusual transactions or variances in investment performance to management.

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Prepare and distribute monthly loan statements and supporting loan schedules.

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Maintain monthly and quarterly electronic workpaper files, ensuring appropriate filing, archiving, and conversion of hard-copy documentation to PDF where required.

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Utilise Xero and Class Super to prepare and lodge monthly and quarterly BAS and IAS obligations.

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Utilise Xero and Class Super to prepare annual financial statements and income tax returns, including Self-Managed Superannuation Funds (SMSFs).

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Reconcile and maintain investment records, ensuring all investment transactions are accurately recorded on a timely basis.

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Assist with payroll processing and administration as required.

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Support cash flow management and the preparation of monthly and quarterly financial reports.

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Undertake other ad hoc duties and projects as required from time to time.

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Why Join Us?

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Work Directly with High-Net-Worth Family Groups

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Gain exposure to sophisticated family structures, trusts, companies, SMSFs and investment portfolios.

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Diverse and Meaningful Work

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Every day brings something different. You'll work across family office operations, accounting, investments and wealth administration.

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Join a highly experienced team and develop skills beyond traditional bookkeeping and compliance.

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Supportive Family Office Culture

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We're professional, collaborative, relationship-focused and genuinely care about our people.

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Additional Benefits

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Attractive remuneration package.

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Learning and professional development opportunities.

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Exposure to experienced entrepreneurs and business leaders.

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Inclusive and supportive team environment.

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Work-life balance and flexibility.

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Recognition and reward programs.

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Social and community events.

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About You

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You are a proactive and detail-oriented professional who takes pride in producing accurate work and building strong relationships.

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You will bring:

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Certificate IV in Accounting and Bookkeeping.

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Strong experience using accounting software, preferably Xero and Class Super.

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Intermediate to advanced Microsoft Office skills, including Excel, Word, and Outlook.

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Experience with electronic document management systems and digital filing processes.

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Strong interpersonal and relationship management skills.

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Excellent verbal and written communication skills, with the ability to interact professionally with a wide range of stakeholders in person, via email, and over the phone.

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Demonstrated bookkeeping experience, including reconciliations, accounts payable and receivable, and financial reporting.

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Tertiary qualifications in Accounting, Commerce, Business, or a related discipline.

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Experience working within a Family Office, professional services, accounting, wealth management, or financial services environment.

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Exposure to Self-Managed Superannuation Funds (SMSFs), investment reporting, and management accounting.

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The Type of Person We're Looking For

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Demonstrates a positive, proactive, and professional work ethic.

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Maintains a high level of accuracy and exceptional attention to detail.

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Strong organisational and time management skills, with the ability to prioritise competing demands and consistently meet deadlines.

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Flexible, adaptable, and collaborative, with a willingness to contribute positively within a team environment.

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Takes ownership of responsibilities and is accountable for outcomes and deliverables.

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Embraces and contributes to a family-oriented culture, building trusted relationships with family members and colleagues.

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Demonstrates initiative, problem-solving skills, and the ability to think creatively when addressing challenges.

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Exercises the highest level of discretion, professionalism, and confidentiality at all times.

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📌 Bookkeeper (Yallourn)
🏢 FFO Business Services
📍 Yallourn