Senior Bookkeeper & Administrative Associate

Job Description

This is a remote position.

Job Highlights

Contract : Independent Contractor

Schedule : Mon to Fri, 1-5pm, 20+ hours per week with potential to scale to full-time (35+ hours per week) within 2–3 months

Client Timezone :   Australian Eastern Time (Sydney)

Client Overview

A growing private wealth advisory practice serving high net worth families and individuals. The firm is experiencing rapid growth with additional opportunities in the pipeline, creating an exciting opportunity to be part of a boutique financial services operation where quality and client service excellence are the top priorities.

Job Description

You’ll join a dynamic wealth advisory practice as a trusted associate, combining your senior bookkeeping expertise with strategic administrative support. This role offers the perfect blend of technical accounting work and client-facing responsibilities, where you’ll directly impact the growth of a boutique firm that values quality above all else. You’ll work closely with the principal advisor, handling both the financial operations of the business and providing critical support for high-value client engagements.

Responsibilities

• Manage comprehensive bookkeeping for the advisory business including client invoicing and financial record maintenance
• Conduct quarterly asset valuations and complex fair value calculations for client portfolios
• Provide bookkeeping services for client family offices and related business entities
• Handle professional client correspondence and follow-up communications with wealthy clientele
• Process journal adjustments in Xero and manage various QuickBooks accounting tasks
• Prepare client paperwork, documentation, and manage organized filing systems
• Complete administrative paperwork for investment applications and transactions
• Gather required documents from clients and coordinate engagement processes
• Assist with document certification processes and related administration
• Update client files with asset value changes and portfolio adjustments

Requirements

Why Join This Team?

Benefits

Independent Contractor Perks :

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

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Requirements

Requirements : Senior-level bookkeeping and accounting experience with demonstrated expertise Strong proficiency in Xero and QuickBooks accounting software Excellent written and verbal communication skills for professional client interactions Experience maintaining confidentiality and handling sensitive financial information Exceptional organizational and filing management capabilities Bonus if you have experience working with high net worth individuals or family offices It helps if you have a quality-focused approach with strong attention to detail Bonus if you’re comfortable with complex financial calculations and asset valuations