BMO 2016 Traineeship Package

Step out of school and

into a career

BMO Traineeships 2016

So you’re about to make the big leap!

So you’re about to make the all-important decision about how to launch into your future career. You might be finishing high-school, be on a gap year, studying full time, or already in a full-time job…If you are at a crossroads ready to dive into a new adventure, then a BMO traineeship might be for you.

At BMO you can have the best of both worlds. We offer you the awesome opportunity to study part-time or externally, while working full-time. So why is that an awesome opportunity? You get to join one of Australia’s leading business and accounting firms, and you’ll get to learn while you earn!

Joining the BMO team can open up the door to a future that is fulfilling — both personally and professionally. We give you: • the chance to grow and learn in a fun and supportive team, • security of a good stable job, • lots of job perks like study leave and uniforms, • good pay - which will allow you to save for your own car, house or travel.

At BMO we’ll provide the environment and support to help you achieve your career aspirations and your personal goals.

We’re with you every step of the way.

Working at BMO is not all about “number crunching”!

The old stereotype of accountants and financial advisers being boring ‘bean counters’ is long gone. Today, accountants and financial advisers have the important role of analysing and presenting information, helping businesses to grow, and assisting individuals achieve their financial goals. A modern accountant or financial adviser is:

A Communicator working with people, helping families and businesses plan for the future.

A Problem Solver coming up with effective ways to structure business and minimise tax.

A Visionary listening to people’s goals and dreams, looking at the big picture and helping businesses to grow.

A Techno-Whiz using the latest technology and software for bookwork, coding, running reports, communicating with clients and managing client information.

A Researcher reviewing and interpreting legislation and case law.

An Expert of Detail gathering all the information and making the ‘puzzle’ fit together.

A Strategic Advisor adding value to the organisation by providing key financial information and strategic advice.

Joining the BMO family At BMO, we have a team of nearly 60 professionals working across a range of roles.

We offer a one-stop-shop for business and financial advice including: • Accounting & Taxation • Financial Planning • Business Development • Loans & Leasing • Human Resources • Marketing & Communication • Succession Planning • Self Managed Super Funds • Workplace Health & Safety • IT Services • Conference Facilities The owners - David Briese, Shane Lee, Michelle McVeigh, Peter McKinnon, Mal Smith, Kelvin Tyler and Adrian Rasmussen.

Working with BMO means being part of an organisation that looks at the bigger picture for the clients. BMO offers unique career opportunities within a friendly and flexible workplace. We strive for a professionally and personally rewarding workplace for our team. Training and professional development is something BMO values greatly.

Our team at BMO is like a family. We support, value, and respect one another and recognise everyone’s individuality. BMO is an enjoyable place to work with open communication, team meetings, morning teas, pool competitions, social club, end-offinancial year and Christmas parties, and laughter all part of the culture.

If fitness is an interest, you might like to join with team members who do some group activities on lunch breaks, after work and on weekends such as pilates, bike rides, golf and running.

There are so many features of BMO that make it great, whether it’s our team, our friendly and quality services, or our amazing team room which would have to be the most impressive staff room in the Western Downs!

Head to www.bmo.com.au for more information on our services, our buildings and conference rooms, and the all-round enjoyable BMO culture.

So what does a BMO Accounting trainee do?

BMO trainees commence their role with us as a Client Services Officer (CSO). This involves working closely with Accountants, Senior Accountants and Partners in all areas of taxation and accounting work.

When you take on the role as a BMO trainee, you can be guaranteed you won’t just be a “coffee maker” like other larger firms. Our CSOs are highly respected members of the team, who are given the opportunity to get their teeth into real work very quickly so that they can advance their career. Some of the tasks you will undertake in your first year as a trainee: • Data input and preparation of documents, forms, letters, and registrations.

• Administrative tasks i.e. filing and scanning of clients records, preparation and scanning of legal documents for companies, maintenance of minute books, share registers and other legal records for small companies.

• Computer coding of client files.

• Completing Business Activity Statements.

• Responding to client inquiries.

• Providing administration support to Partners and Senior Accountants.

As you become more confident in your role, you will continue to advance on to more complex tasks. How quickly this happens depends on your individual competence and skill development.

When does it start?

The traineeships officially commence from late January 2016. You can discuss your availability for this if you are invited to an interview.

So what does a BMO Financial Solutions trainee do?

A BMO Financial Solutions trainee will provide administrative support services to the Financial Solutions team including their advisers.

Some of the tasks you will undertake in your first year as a trainee: • Provide friendly and efficient services to clients and prospective clients (either face-to-face or over the telephone).

• Confirm appointments, send out welcome packs to all clients and prospects, schedule adviser/client meetings, prepare agendas and maintain a diary system.

• Work with advisers to complete new business paperwork.

• Prepare client review reports and liaise with fund managers / insurers regarding outstanding business.

• Follow up clients with outstanding insurance requirements as required.

• Print and bind all financial plans for presentation to clients.

• Ensure that adviser client files are compliant and up to date.

• Update both paper and electronic files with changes of details.

• Run reports as required.

As you become more confident in your role, you will continue to advance on to more complex tasks. How quickly this happens depends on your individual competence and skill development.

When does it start?

The traineeships officially commence from late January 2016. You can discuss your availability for this if you are invited to an interview.

The Real Stories So, is a career at BMO really all it’s cracked up to be?

Don’t take our word for it, here’s real stories from some of our team members.

Tayla Bolam Tayla Bolam joined the BMO team in 2012 on a part-time basis while she completed Grade 12 at Dalby State High School. In 2013, Tayla moved into an Assistant Accountant role full-time as she is stuying for a Bachelor of Commerce majoring in Accounting.

“I received a VHA (very high achievement) in accounting at the end of grade 12; from the very start of doing the subject I knew I wanted a career in accounting. I started part time at BMO; this was great as I was able to really get a feel for the workplace, the computer programmes, and the great team. In 2013 BMO gave me the opportunity to study Uni part time and work full time. I love studying and working full time as it has given me the opportunity to gain experience in the role and work my way up from an assistant accountant to an accountant. I know that if I studied full-time and finished my degree I’d be left searching for a job and I would have to start at the bottom of the ladder, learn new programmes, and try and work out my place in a new environment.

Working full-time has also allowed me to buy a new car, and start saving to buy my own house. I’ve found that BMO has such a friendly and understanding work environment, they provide you with a certain amount of days off per semester for study leave and exams. I even had the option to go full-time at uni for a semester to finish my degree faster. Its thoughts like that, that really show BMO’s commitment to you as a valued member of the team.”

The Real Stories

Oliver Holcombe Oliver Holcombe joined the BMO team in 2012 after graduating from Our Lady of the Southern Cross College. Throughout his schooling years, Oliver achieved outstanding results and finished Grade 12 at the top of his class in Accounting, Ancient History and Study of Religion with an Overall Position (OP) of 4. He enjoys the opportunity to gain strong practical experience by working full-time as an Assistant Accountant while studying for his Bachelor of Commerce at USQ. “Over the past few years I’ve enjoyed working in my close-knit team at BMO. Working with people who are also studying and working fulltime is great because you always know that there are other people who can give you a hand with particular subjects and help keep you motivated.

I found that nothing they teach you in uni can prepare you for talking with clients, and dealing with various issues that may come up, this can only come from practical experience.

Working full time at BMO has also allowed me to purchase a new car and I have been able to buy a house. Studying part-time and working full-time at BMO will never be something I regret as it’s given me great experience and financial security.”

The Real Stories

edwina warby After finishing high school at St Margaret’s in Brisbane, Glenmorgan girl, Edwina Warby joined the BMO team in February 2015 as a Client Services Officer to pursue a career in business and accounting. As one of our newest trainees, Edwina’s bubbly nature and ever willingness to learn has made her a great asset to the BMO family.

“From the beginning of Grade 11 I couldn’t wait to get out of school and be a part of the workforce. After completing a Certificate 2 and 3 in Business at school and finishing as one of the highest ranked students in my business class, I knew that I wanted to try accounting or something in the area of business. I started work at BMO and soon after that I began studying a dual degree of Business and Commerce externally through USQ. Working at BMO whilst studying has made my degree so much easier and more enjoyable as the practical experience allows me to understand my assignments better. However, I have found that the exams and assignments cannot prepare you for the client communication and accounting software the way that BMO does. I have loved every minute of my career so far and hope to continue to work my way up to be a qualified accountant. BMO offers the opportunity to study full time whilst working part time to allow me to finish my degree faster which I will consider doing in the next few years. While working full time can be challenging for people who have just left school, BMO is a team-orientated family with people who always have time to support you and understand your needs.”

The Real Stories From Trainee to Partner

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Adrian

Rasmussens story

BMO Partner Adrian Rasmussen started his accounting career right where you are now wondering what avenue he would like to take in life. While he enjoyed farming, he found his flare for maths and problem-solving led him to seek out a career in accounting.

Adrian joined a Dalby accounting firm in 1988 as an Assistant Accountant. That firm later become known as BMO, and Adrian, a quiet achiever, impressively progressed through the ranks to become a partner in 1998. BMO offered Adrian a great training ground and career path. The culture at BMO also allows for Adrian to achieve a work-life balance meaning he can work his own farm and enjoy family time. He also participates in the local community and is currently President of the Dalby State School P&C. If a career path like this appeals to you, why not take your first step and apply to join the BMO team.

If you wish to apply for a position at BMO go to: https://www.surveymonkey.com/s/bmocareers

Or scan the QR Code

So what are you waiting for?

Take a step towards your future.

Apply for a traineeship today.

We’re with you every step of the way.