Finance & Accounting Admin Support Internship in Canberra

Tasks:

  • Booking clients' meetings professionally via emails and phone calls;
  • Preparing client pre-meeting folders;
  • Preparing financial statements/reports for adviser;
  • Liaising with platforms for client’s portfolio information;
  • Implementing after-meeting actions;
  • Assisting implementation on financial plans;
  • Preparing simple tax, age pension, and other calculations using Microsoft Excel;
  • Performing ad-hoc administrative tasks.

Learning Outcomes for Candidates:

  • Gain work experience in an office environment of a financial company;
  • Gain an elementary understanding of the financial planning industry;
  • Gain experience on multi-financial platforms and corresponding products;
  • Potential improvement in communication skills/organising skills/teamwork.

Host Organisation:

A private financial planning firm that specialized in providing advice on superannuation, retirement planning, aged care, investment etc. They provide the right financial advice to help their client to create the life they want and solution to their financial concern.

Closed 7 days ago
Career Advice Banner
Closed 7 days ago
  • Job type:Internships
  • Disciplines:
    Accounting
  • Work rights:
    Australian Bridging Visa, Australian Skilled
    ...
  • Locations:
    Canberra
  • accepts international

    Yes

  • Program Duration

    12 Weeks

  • Closing Date:30th Jan 2023, 12:59 pm

Search

Enter an employer or university you want to find in our search bar.