Accountant 1, Private Wealth Accounting
Accountant 1, Private Wealth Accounting
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Summary:
An entry-level position responsible for performing basic accounting and administrative tasks for private
wealth clients under direct supervision. This role supports fundamental financial operations while
developing knowledge of trust and company structures focusing on accuracy and attention to detail in
routine processing activities.
Core Responsibilities:
Support private wealth accounting operations
Maintain basic financial records and documentation
Follow established compliance procedures
Assist with routine client administration
Build knowledge of trust and corporate structures
Support team administrative functions
Tasks:
Process basic bookkeeping entries
Update accounting records and journals
Prepare working papers and schedules
Monitor assigned client mailboxes
Gather and maintain source documents
Follow compliance checklists
Support year-end processes
Assist with client documentation
Escalate issues to supervisors
Support client reporting requirements
Perform other related duties as assigned for role and business needs
Qualifications :
Educational Background:
HSC with strong numerical skills studying for ACCA or ACA or equivalent or Degree holder
Professional Experience:
Internship or 01 years of experience in private wealth management or trust administration is a
plus
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic Bold and Collaborative) the role holder will be
expected to demonstrate the following:
Fundamental understanding of accounting principles
Basic proficiency in accounting software and MS Office applications (Excel Word)
Ability to follow compliance guidelines and procedures
Attention to detail and accuracy in routine tasks
Strong organizational skills and ability to manage multiple tasks
Basic communication skills for interacting with team members
Willingness to learn and adapt to new challenges
Commitment to meeting deadlines and maintaining data integrity
Proactive and collaborative team player
Additional Information :
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
