E&P Financial Group
Assistant Accountant - SMSF (Start ASAP)
Sydney
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 60,000 - 70,000 / Year
- 1 vacancy
- Apply by 27 Jan 2025
- Start date ASAP
The Company
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
If you are a recent accounting graduate (or about to graduate) with a keen interest in the financial services and wealth management industry, then this may be the opportunity for you. You will be able to develop your career with a growing specialisation.
You will receive supported client interaction from when you commence to help you grow and develop in a great work environment.
A typical day may include:
- entering and allocating accounting transactions for self-managed super funds (SMSFs)
- undertaking bank and investment reconciliations
- interacting with clients over email and the phone
- preparing financial statements and tax returns for SMSFs
- working on rollovers, contributions, pensions and lump sums for funds
- liaising with third parties such as the Australian Tax Office and financial institutions
- accurate record keeping, processing and system management, and
- supporting our network of financial and investment advisers.
About You
You will be a high achiever with strong academic results in your undergraduate Accounting degree and attention to detail is a must. Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your accounting skills.
Our Benefits
As well as an opportunity to work with an exceptional team, we’ll also help you reach the next stage of your career with paid leave and study support towards your CA / CPA qualifications.
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management
- Bachelor or higher
Reviews
Apart from my daily tasks, the day-to-day tasks depend on what my team and buddy is working on at the time so they can vary. As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The tasks vary between admin work and interesting work. However there is a conscious effort among support teams to reduce the admin work-load.
Ad-hoc tasks include preparing letters and documents, responding to emails, receiving calls, completing ATO lodgements. A major on-going task involves preparing funds for the financial year.
About the employer
E&P Financial Group
4.8
100 - 500 employees
Banking & Financial Services
A leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate & institutional advice & funds management.
Pros and cons of working at E&P Financial Group
Pros
The best aspect of working here is the culture.
Working within the team is the best part at working at E&P. The team is friendly and supportive - there is always someone available to help. I also receive regular feedback and great tips to help improve my work.
- Competitive graduate salary - Clear promotion criteria - Good culture.
- The knowledge I have gained, it has been a great learning experience - The people and company culture - Access to morning meetings where I learn more about the economy on a macro and micro level - My team's devoted efforts to ensure I take the most I can from this experience e.g. watching them conduct trades, and attending client meetings.
In the program, they are giving me valuable work and in-depth feedback so I can get the most out of the internship program.
Cons
Lots of admin work.
Two presentations. I can understand that the skillset is needed for the job however considering its unsettling nature I think 1 is sufficient.
Not many opportunities for remote work - however very positive culture inside the office.
As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The training program is thoughtful, designed to keep the interns busy and concurrently educated. In terms of feedback, I think two presentations is excessive given the small role as an intern.