Qualification: B. Com, M. Com
Experience: 0–1 year
Preferred Skills: Should have excellent verbal and non-verbal communication skills Should be good team player Should have good analytical skills Capable of handling routine assignments and review process Liaise with team members for queries, follow up of documentation and general queries Well versed in MS Office Sound knowledge in SMSF concepts Knowledge in Australian Taxation and practices
Job Description:
- Preparation of detailed compliance reports (SOA and ROA).
- Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
- Maintain Client profile in Financial planning software.
- Regular communication with Financial Advisors.
- Review works performed by subordinates.
- Assist subordinates
- Maintain internal control system to ensure smooth flow of work.
- Maintain effective working relationships with all team members and team lead.
- Responsible for timely and successful completion of Assessments.
- Ensure all Internal Controls with regard to processing of accounts are followed up.
