•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
Bookkeeping: Accurately record financial transactions, performreconciliations, and maintain up-to-date ledgers.• Tax Compliance: Assist in preparing individual and corporate taxreturns in accordance with Australian tax regulations.• Financial Reporting: Prepare timely and accurate financialstatements, including balance sheets, income statements, andcash flow reports.• BAS & GST Compliance: Prepare Business Activity Statements(BAS) and ensure alignment
Bookkeeping: Accurately record financial transactions, performreconciliations, and maintain up-to-date ledgers.• Tax Compliance: Assist in preparing individual and corporate taxreturns in accordance with Australian tax regulations.• Financial Reporting: Prepare timely and accurate financialstatements, including balance sheets, income statements, andcash flow reports.• BAS & GST Compliance: Prepare Business Activity Statements(BAS) and ensure alignment
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