Client Accounting Specialist

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

We are currently seeking an experienced Client Accounting Specialist to join our Operations team.

In this role, you will oversee the accounting administration processes that underpin our financial planning services. From managing our accounting systems, feeds and transaction rules, to balancing client portfolios at financial year end, processing corporate actions and pension establishments, and supporting SMSF compliance and TBAR reporting, your work will ensure our clients’ records are accurate, compliant and up to date. You will also liaise with external accountants and auditors, and help us continually improve our processes and systems.

This role is suited to someone who is highly organised, takes pride in getting the detail right and enjoys working in a collaborative, fast-paced environment. If you have strong Class experience and are looking to bring your expertise to a values-led firm, we want to hear from you.

Position Requirements:

To be successful in this position, you will need:

• A tertiary qualification in Accounting or similar;
• 2–3 years’ experience in accounting administration within a financial planning, wealth management or broader financial services environment;
• Advanced experience with Class software is essential;
• Strong knowledge of accounting principles, corporate actions, superannuation, pension establishments and SMSF administration;
• Demonstrated experience managing accounting systems, including user access, feeds, transaction rules, data integrity and reconciliations;
• High attention to detail and strong organisational skills, with the ability to manage multiple priorities and meet deadlines;
• Excellent written, verbal and interpersonal communication skills;
• Experience leading or contributing to process improvement or system enhancement projects is highly regarded.

What is in it for you:

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• **A well-connected location that supports your active lifestyle:**Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• **Various benefits and leave entitlements:**Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities and various leave options.
• **Commitment to professional growth:**Access to learning opportunities to support career development and continuous learning.

How to apply

To apply, applications should include a current CV with a cover letter that highlights how your qualifications, skills, and experience align with the role and how you’d contribute to Hewison Private Wealth’s culture.

For further information about this position or the recruitment process, please contact Erin Parker (Head of People & Culture) via [email protected]. 

Applications close: Sunday 18 October 2026

We encourage early applications as interviews may commence before the closing date. The successful candidate will be required to complete national police and bankruptcy checks.