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E&P Financial Group

  • 100 - 500 employees

Sophie Gallagher

What I do on a day-to-day basis can vary, but a particularly important period involves finalising clients end-of-year accounts and allocating transactions to ensure clients have a clear and up-to-date view of their self-managed super fund (SMSF).

When she’s not relaxing at the beach, catching up with friends or discovering a new restaurant, Sophie Gallagher loves nothing more than working with numbers as part of a dedicated accounting team supporting the wealth management goals of thousands of Australian families.

Here she takes us through a typical day:

6.30 AM

I like to wake up early before walking in to work. I’ll buy a coffee from the lobby downstairs and might grab a quick breakfast from the kitchen, before settling in to start the day. 

Coffee

8.00 AM

The first thing I do is check my emails and tasks for the day in order to make any necessary changes to my schedule and to-do list, as something usually pops up overnight. Then I look to tackle the biggest or most important task on my list first. After that, the rest of the day seems to flow more easily.

What I do on a day-to-day basis can vary, but a particularly important period involves finalising clients end-of-year accounts and allocating transactions to ensure clients have a clear and up-to-date view of their self-managed super fund (SMSF). This process involves taking client queries over the phone as well as attending client meetings with an account manager.

Office

1.00 PM

I’ll usually break for lunch and either eat something I’ve brought from home in the staff kitchen or pick up a meal from one of the many places close to the office. 

2.00 PM

The afternoons tend to fly by as I continue to check off my list and tackle any tasks that may come up at the last minute.

5.00 PM

At this point in the day I’ll update my managers on what has been completed and what requires more work, before I head for home.