Job Description:
● Support the Senior Account Manager and Account Manager in achieving the revenue
target for the assigned portfolio.
● Develop strong technical competency to improve productivity.
● Display genuine interest in understanding client issues, challenges and opportunities
when completing requests.
● Provide ad hoc reports and analysis as determined by clients or management.
● Ensure that all financial and reporting obligations are properly interpreted, recorded and
supplied to the relevant recipients per agreed parameters and deadlines.
● Refine SMSF technical expertise by participating in educational opportunities, reading
professional publications, maintaining personal networks and participating in
professional organizations.
● Participate in daily team meetings to provide updates on engagement progress and
technical knowledge sharing.