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Assess clients’ income, debt, and expenses to determine borrowing capacity.
Conduct cash flow and retirement modeling to support financial planning.
Compare financial products and prepare customized quotes.
Manage workpapers, bookkeeping, and internal reports.
Handle Self-Managed Super Fund (SMSF) reporting and data management.
Research and analyze client accounts to ensure accuracy.
Review and maintain client records to meet compliance standards.
Prepare clear, insightful monthly reports for clients.
Keep internal workflows and databases up to date.
Evaluate financial products and assess risk profiles.
Support the Australian team with accounting and finance-related tasks.
Conduct cash flow and retirement modeling to support financial planning.
Compare financial products and prepare customized quotes.
Manage workpapers, bookkeeping, and internal reports.
Handle Self-Managed Super Fund (SMSF) reporting and data management.
Research and analyze client accounts to ensure accuracy.
Review and maintain client records to meet compliance standards.
Prepare clear, insightful monthly reports for clients.
Keep internal workflows and databases up to date.
Evaluate financial products and assess risk profiles.
Support the Australian team with accounting and finance-related tasks.
Assess clients’ income, debt, and expenses to determine borrowing capacity.
Conduct cash flow and retirement modeling to support financial planning.
Compare financial products and prepare customized quotes.
Manage workpapers, bookkeeping, and internal reports.
Handle Self-Managed Super Fund (SMSF) reporting and data management.
Research and analyze client accounts to ensure accuracy.
Review and maintain client records to meet compliance standards.
Prepare clear, insightful monthly reports for clients.
Keep internal workflows and databases up to date.
Evaluate financial products and assess risk profiles.
Support the Australian team with accounting and finance-related tasks.
Conduct cash flow and retirement modeling to support financial planning.
Compare financial products and prepare customized quotes.
Manage workpapers, bookkeeping, and internal reports.
Handle Self-Managed Super Fund (SMSF) reporting and data management.
Research and analyze client accounts to ensure accuracy.
Review and maintain client records to meet compliance standards.
Prepare clear, insightful monthly reports for clients.
Keep internal workflows and databases up to date.
Evaluate financial products and assess risk profiles.
Support the Australian team with accounting and finance-related tasks.