Bookkeeper - Wealth Advisory

Company : Recruitmymom

Job Type : Full Time

Durbanville, Western Cape

Number of Applicants

000+

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Job Description - Bookkeeper - Wealth Advisory

A
boutique wealth advisory practice has an opportunity for a deadline-driven Bookkeeper to become
part of their value-driven accounting team. An experienced bookkeeper at a wealth advisory practice or SAIPA-registered professional would be ideal. This is a permanent opportunity, the first 3 months will be in-office daily, after that hybrid (2 days
at home, 3 days in-office). Office hours are 08h00 to 17h00 –
Monday to Thursday, 08h00 to 16h30 – Fridays.

This role involves handling the accounting duties for the
practice and several client businesses. It's a great
opportunity for a proactive individual to develop and manage a
high-quality client base.

Responsibilities:

Recording and reconciling financial transactions using accounting software.

Preparing monthly reports and management accounts to support decision-making.

Assisting with the drafting of year-end financial statements.

Delivering day-to-day accounting support to the senior accountant and the broader team.

Overseeing accurate financial record keeping across multiple client businesses.

Contributing to the growth of a profitable accounting services division within the group.

Requirements

Accounting services-related degree/ SAIPA registered professional accountant designation with at least 2 years' post qualification experience OR a bookkeeper with at least 6 years' solid experience at a financial advisory firm
Knowledge of the financial services industry beneficial

Proven experience in performing accounting activities
Proficiency in using Xero or other relevant accounting software
Fluency in English and Afrikaans
Strong time management skills
Team-oriented with a collaborative mindset

Benefits

Fixed basic salary per month plus performance based bonus

Hybrid working

Original job Bookkeeper - Wealth Advisory posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Bookkeeper - Wealth Advisory

Job Description - Bookkeeper - Wealth Advisory

Requirements

Benefits

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