Assistant Accountant

• More Time Off for What Matters: Enjoy up to 6 weeks of annual leave

• Flexible hybrid office and work-from-home environment

• Build your accounting career with Perpetual

Perpetual Group is an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia. The Group currently comprises 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Wealth Management

Perpetual Wealth Management consists of four distinct brands: Perpetual Private, Fordham, Jacaranda Financial Planning and Priority Life. Together, they offer a unique combination of wealth management, financial advice and trustee services.

Our diverse range of capabilities includes strategic advice on superannuation and retirement planning, investments, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.

Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role

Reporting to the Senior Management Accountant, the Assistant Accountant supports the Perpetual Wealth Management Finance team in delivering accurate, timely and well-controlled financial outcomes, primarily for the Fordham business.

The role contributes to month-end reporting, reconciliations, trust accounting and finance systems administration, while supporting the ongoing improvement of finance processes, systems and controls.

Key responsibilities include:

• Prepare general ledger and balance sheet reconciliations, including daily and monthly bank reconciliations.

• Deliver month-end financial accounting and reporting processes.

• Support the preparation of management reports and act as a key contact for Accounts Payable and invoice coding queries.

• Administration of trust accounts in accordance with APES 310 requirements, including disbursements and operational accounting activities.

• Contribute to process improvement initiatives that enhance the effectiveness and control environment of the finance function.

About you

You are a motivated accounting professional with strong attention to detail, excellent organisational skills and a proactive approach to problem solving. You enjoy working collaboratively while taking ownership of your responsibilities and delivering high-quality outcomes.

Skills and experience:

• A degree in Accounting, Finance or a related discipline.

• CA or CPA qualified, currently undertaking studies, or committed to commencing a professional qualification.

• Approximately 2 years' experience in a similar accounting role, ideally within a professional services environment. Experience in other industries will also be considered.

• Experience using finance systems such as Xero, APS, TM1 or similar platforms.

• Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.

• Strong communication and stakeholder management skills.

• Demonstrated ability to work autonomously, manage competing priorities and meet deadlines.

• A continuous improvement mindset with strong analytical and problem-solving skills.

How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits

• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development
• We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.