Wealth Client Accounting & Compliance Specialist (Melbourne)

Wealth Client Accounting & Compliance Specialist (Melbourne)

15 Oct
|
Hewison Private Wealth Pty
|
Melbourne

15 Oct

Hewison Private Wealth Pty

Melbourne

Hewison Private Wealth Pty in Melbourne is seeking an experienced Client Accounting Specialist to join our Operations team. You will oversee the accounting administration processes that underpin our financial planning services and ensure client records are accurate and compliant.

You will manage accounting systems, feeds and transaction rules, balance client portfolios at year end, process corporate actions and pension establishments, and support SMSF compliance and TBAR reporting.

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📌 Wealth Client Accounting & Compliance Specialist (Melbourne)
🏢 Hewison Private Wealth Pty
📍 Melbourne

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